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

Bordeaux Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$614K	Buy
2025 Q1	$555K	Buy
2024 Q4	$556K	Buy
2024 Q3	$512K	Hold
2024 Q2	$484K	Buy
2024 Q1	$323K	Hold
2023 Q4	$294K	Hold
2023 Q3	$264K	Hold
2023 Q2	$273K	Hold
2023 Q1	$253K	Buy