Breakwater Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Breakwater Investment Management’s Portfolio SCHR Stock Details SCHR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$108K	Hold
2025 Q2	$108K	Hold
2025 Q1	$107K	Sell
2024 Q4	$106K	Hold
2024 Q3	$110K	Hold
2024 Q2	$106K	Buy
2024 Q1	$93.4K	Buy