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
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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 |
|---|---|---|---|
| 2025-06-30 | $614k | 26k | 23.83 |
| 2025-03-31 | $555k | 26k | 21.53 |
| 2024-12-31 | $512k | 7.7k | 66.52 |
| 2024-09-30 | $512k | 7.7k | 66.52 |
| 2024-06-30 | $484k | 7.7k | 62.87 |
| 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 |