Bordeaux Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Bordeaux Wealth Advisors LLC

  • $302 Million
  • Q1 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 4,249 shares of SCHX stock, worth $278,224. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,249
Previous 4,039 5.2%
Holding current value
$278,224
Previous $227,000 15.86%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$55.41 - $62.08 $11,636 - $13,036
210 Added 5.2%
4,249 $263,000
Q4 2023

Feb 06, 2024
SELL
$48.47 - $56.6 $19,969 - $23,319
-412 Reduced 9.26%
4,039 $227,000
Q2 2023

Aug 09, 2023
SELL
$47.67 - $52.37 $171,850 - $188,793
-3,605 Reduced 44.75%
4,451 $233,000
Q1 2023

May 04, 2023
BUY
$44.78 - $49.41 $360,747 - $398,046
8,056 New
8,056 $389,000

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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