Bordeaux Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History
Bordeaux Wealth Advisors LLC
- $619 Million
- Q4 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 8,162 shares of SCHA stock, worth $206,253. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,162
Previous 4,464
82.84%
Holding current value
$206,253
Previous $115,000
83.48%
% of portfolio
0.03%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding SCHA
# of Institutions
1,248Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.17 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$640 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$348 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$266 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$159 Million0.05% of portfolio