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Bordeaux Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bordeaux Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$614K Buy
25,763
+8
+0% +$176 0.08% 75
2025
Q1 		$555K Buy
25,755
+1,282
+5% +$29.2K 0.1% 84
2024
Q4 		$556K Buy
24,473
+1,370
+6% +$31.3K 0.09% 84
2024
Q3 		$512K Hold
23,103
– – 0.09% 91
2024
Q2 		$484K Buy
23,103
+7,236
+46% +$147K 0.09% 86
2024
Q1 		$323K Hold
15,867
– – 0.11% 80
2023
Q4 		$294K Hold
15,867
– – 0.1% 83
2023
Q3 		$264K Hold
15,867
– – 0.11% 79
2023
Q2 		$273K Hold
15,867
– – 0.11% 78
2023
Q1 		$253K Buy
+15,867
New +$248K 0.13% 90

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Bordeaux Wealth Advisors's SCHB Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.03% in Q2 2025, buying an estimated $176 and bringing the position to 25,763 shares worth $614K. The position accounts for 0.08% of the portfolio, ranked #75.

Bordeaux Wealth Advisors first reported a position in SCHB in Q1 2023 and has held it in 10 quarters since. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Bordeaux Wealth Advisors held 25,763 shares of Schwab US Broad Market ETF worth $614K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 8 Schwab US Broad Market ETF shares in Q2 2025, an estimated $176.
  • Schwab US Broad Market ETF made up 0.08% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #75 holding.
  • Bordeaux Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 10 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.