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

Bordeaux Wealth Advisors LLC

  • $302 Million
  • Q1 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 5,289 shares of SCHB stock, worth $338,125. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,289
Previous 5,289 -0.0%
Holding current value
$338,125
Previous $294,000 9.52%
% of portfolio
0.11%
Previous 0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
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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