Bordeaux Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
25,763
+8
| +0% | +$191 | 0.08% | 75 |
|
|
2025
Q1 | $555K | Buy |
25,755
+1,282
| +5% | +$27.6K | 0.1% | 84 |
|
|
2024
Q4 | $556K | Buy |
24,473
+1,370
| +6% | +$31.1K | 0.09% | 84 |
|
|
2024
Q3 | $512K | Hold |
23,103
| – | – | 0.09% | 91 |
|
|
2024
Q2 | $484K | Buy |
23,103
+7,236
| +46% | +$152K | 0.09% | 85 |
|
|
2024
Q1 | $323K | Hold |
15,867
| – | – | 0.11% | 79 |
|
|
2023
Q4 | $294K | Hold |
15,867
| – | – | 0.1% | 82 |
|
|
2023
Q3 | $264K | Hold |
15,867
| – | – | 0.11% | 78 |
|
|
2023
Q2 | $273K | Hold |
15,867
| – | – | 0.11% | 78 |
|
|
2023
Q1 | $253K | Buy |
+15,867
| New | +$253K | 0.13% | 90 |
|