Bordeaux Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Bordeaux Wealth Advisors LLC

  • $551 Million
  • Q3 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 7,701 shares of SCHB stock, worth $181,743. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,701
Previous 7,701 -0.0%
Holding current value
$181,743
Previous $484,000 5.79%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Aug 02, 2024
BUY
$57.57 - $63.3 $138,858 - $152,679
2,412 Added 45.6%
7,701 $484,000
Q1 2023

May 04, 2023
BUY
$44.47 - $49.23 $235,201 - $260,377
5,289 New
5,289 $253,000

Others Institutions Holding SCHB

# of Institutions
1,190
Shares Held
231M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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