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Schwab U S Broad Market ETF shares owned by Bordeaux Wealth Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Bordeaux Wealth Advisors from 13F filings

Historical chart of Bordeaux Wealth Advisors investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Bordeaux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $323k 5.3k 61.05
2023-12-31 $294k 5.3k 55.67
2023-09-30 $264k 5.3k 49.85
2023-06-30 $273k 5.3k 51.70
2023-03-31 $253k 5.3k 47.85

More positions owned by Bordeaux Wealth Advisors

NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Bordeaux Wealth Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF