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 $179,125. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,701
Previous 7,701 -0.0%
Holding current value
$179,125
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
1,182
Shares Held
167M
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
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