Bordeaux Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bordeaux Wealth Advisors’s Portfolio SCHD Stock Details SCHD 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	$545K	Sell
2025 Q1	$628K	Buy
2024 Q4	$597K	Sell
2024 Q3	$615K	Buy
2024 Q2	$555K	Sell
2024 Q1	$1.17M	Buy
2023 Q4	$511K	Buy
2023 Q3	$268K	Hold
2023 Q2	$275K	Hold
2023 Q1	$277K	Buy