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

Bordeaux Wealth Advisors’s Portfolio SCHX Stock Details SCHX 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	$388K	Sell
2025 Q1	$436K	Sell
2024 Q4	$459K	Sell
2024 Q3	$467K	Buy
2024 Q2	$289K	Buy
2024 Q1	$264K	Buy
2023 Q4	$228K	Sell
2023 Q3	$225K	Hold
2023 Q2	$233K	Sell
2023 Q1	$390K	Buy