Bordeaux Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 7,281 shares of SCHD stock, worth $197,169. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,281
Previous 7,135
2.05%
Holding current value
$197,169
Previous $554,000
11.01%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio