Bordeaux Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Bordeaux Wealth Advisors LLC

  • $302 Million
  • Q1 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 14,565 shares of SCHD stock, worth $1.12 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
14,565
Previous 6,710 117.06%
Holding current value
$1.12 Million
Previous $510,000 130.2%
% of portfolio
0.39%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,642
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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