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

Bordeaux Wealth Advisors LLC

  • $538 Million
  • Q1 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 25,755 shares of SCHB stock, worth $546,263. This represents 0.1% of its overall portfolio holdings.

Number of Shares
25,755
Previous 24,473 5.24%
Holding current value
$546,263
Previous $555,000 0.18%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,271
Shares Held
483M
Call Options Held
365K
Put Options Held
32.6K
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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