Schwab U S Small Cap ETF shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $230k | 4.5k | 51.50 |
| 2024-06-30 | $227k | 4.8k | 47.45 |
| 2024-03-31 | $234k | 4.8k | 49.24 |
| 2023-12-31 | $217k | 4.6k | 47.24 |
| 2023-06-30 | $201k | 4.6k | 43.80 |
| 2023-03-31 | $611k | 15k | 41.93 |