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

Bordeaux Wealth Advisors LLC

  • $777 Million
  • Q2 2025

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 25,763 shares of SCHB stock, worth $662,881. This represents 0.08% of its overall portfolio holdings.

Number of Shares
25,763
Previous 25,755 0.03%
Holding current value
$662,881
Previous $554,000 10.65%
% of portfolio
0.08%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$19.1 - $23.83 $152 - $190
8 Added 0.03%
25,763 $613,000
Q1 2025

Apr 24, 2025
BUY
$21.23 - $23.75 $27,216 - $30,447
1,282 Added 5.24%
25,755 $554,000
Q4 2024

Jan 30, 2025
BUY
$22.01 - $66.82 $369,151 - $1.12 Million
16,772 Added 217.79%
24,473 $555,000
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
1,349
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
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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