Bordeaux Wealth Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 12,971 shares of SCHH stock, worth $262,014. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,971Holding current value
$262,014% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
530Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.07 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$557 Million0.83% of portfolio
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Creative Planning Overland Park, KS25.7MShares$519 Million0.59% of portfolio
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Northwestern Mutual Wealth Management CO7.55MShares$152 Million0.16% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$141 Million0.58% of portfolio