Bordeaux Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Bordeaux Wealth Advisors LLC

  • $524 Million
  • Q2 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 4,775 shares of SCHA stock, worth $242,426. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,775
Previous 4,751 0.51%
Holding current value
$242,426
Previous $233,000 3.0%
% of portfolio
0.04%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$45.24 - $49.04 $1,085 - $1,176
24 Added 0.51%
4,775 $226,000
Q1 2024

Apr 29, 2024
BUY
$44.84 - $49.24 $7,084 - $7,779
158 Added 3.44%
4,751 $233,000
Q4 2023

Feb 06, 2024
BUY
$38.13 - $48.02 $175,131 - $220,555
4,593 New
4,593 $216,000
Q2 2023

Aug 09, 2023
SELL
$39.91 - $43.82 $398,581 - $437,630
-9,987 Reduced 68.5%
4,593 $201,000
Q1 2023

May 04, 2023
BUY
$39.82 - $46.36 $580,575 - $675,928
14,580 New
14,580 $611,000

Others Institutions Holding SCHA

# of Institutions
1,123
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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