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

Bordeaux Wealth Advisors LLC

  • $551 Million
  • Q3 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 6,878 shares of SCHX stock, worth $159,569. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,878
Previous 4,499 52.88%
Holding current value
$159,569
Previous $289,000 61.25%
% of portfolio
0.08%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$61.11 - $67.85 $145,380 - $161,415
2,379 Added 52.88%
6,878 $466,000
Q2 2024

Aug 02, 2024
BUY
$58.7 - $64.78 $14,675 - $16,195
250 Added 5.88%
4,499 $289,000
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
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
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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