Bordeaux Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Bordeaux Wealth Advisors LLC

$777 Million
Q2 2025

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 20,567 shares of SCHD stock, worth $545,848. This represents 0.07% of its overall portfolio holdings.

Number of Shares

20,567

Previous 22,465 8.45%

Holding current value

$545,848

Previous $628,000 13.22%

% of portfolio

0.07%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$24.32 - $27.87 $46,159 - $52,897	-1,898 Reduced 8.45%	20,567 $545,000
Q1 2025 Apr 24, 2025	BUY	$27.01 - $28.54 $16,827 - $17,780	623 Added 2.85%	22,465 $628,000
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

2,014

Shares Held

885M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Bordeaux Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History