Bordeaux Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Bordeaux Wealth Advisors LLC

  • $619 Million
  • Q4 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 21,842 shares of SCHD stock, worth $610,483. This represents 0.1% of its overall portfolio holdings.

Number of Shares
21,842
Previous 7,281 199.99%
Holding current value
$610,483
Previous $198,000 201.01%
% of portfolio
0.1%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $392,127 - $1.24 Million
14,561 Added 199.99%
21,842 $596,000
Q3 2024

Nov 04, 2024
BUY
$77.02 - $85.06 $11,244 - $12,418
146 Added 2.05%
7,281 $615,000
Q2 2024

Aug 02, 2024
SELL
$75.81 - $80.15 $563,268 - $595,514
-7,430 Reduced 51.01%
7,135 $554,000
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $591,088 - $633,348
7,855 Added 117.06%
14,565 $1.17 Million
Q4 2023

Feb 06, 2024
BUY
$66.9 - $76.32 $195,615 - $223,159
2,924 Added 77.23%
6,710 $510,000
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $266,080 - $295,421
3,786 New
3,786 $276,000

Others Institutions Holding SCHD

# of Institutions
1,853
Shares Held
504M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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