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Bordeaux Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bordeaux Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,170
Closed -$212K – 90
2022
Q2 		$212K Buy
+10,170
New +$212K 0.15% 76