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

Bordeaux Wealth Advisors LLC

  • $551 Million
  • Q3 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 4,464 shares of SCHA stock, worth $116,153. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,464
Previous 4,775 6.51%
Holding current value
$116,153
Previous $226,000 1.33%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$46.9 - $51.96 $14,585 - $16,159
-311 Reduced 6.51%
4,464 $229,000
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
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email