Bordeaux Wealth Advisors LLC
- SEC CIK
- 0001821271
- Latest filing
- Aug 4, 2025
SCHW holding history
Schwab Charles Corp in every 13F filed by Bordeaux Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SCHW overviewAll 13F holders of SCHWFull Q2 2025 holdings
- Shares (Q2 2025)
- 8,495
- Value
- $775.1K
- % of portfolio
- 0.1%
- Quarters held
- 15
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 8,495 | $775.1K | 0.1% | +182+2.2% | Added | Holders |
| Q1 2025 | 8,313 | $650.8K | 0.1% | +437+5.5% | Added | Holders |
| Q4 2024 | 7,876 | $582.9K | 0.1% | −41−0.5% | Reduced | Holders |
| Q3 2024 | 7,917 | $513.1K | 0.1% | −12−0.2% | Reduced | Holders |
| Q2 2024 | 7,929 | $584.3K | 0.1% | −134−1.7% | Reduced | Holders |
| Q1 2024 | 8,063 | $583.2K | 0.2% | −64−0.8% | Reduced | Holders |
| Q4 2023 | 8,127 | $559.1K | 0.2% | −65−0.8% | Reduced | Holders |
| Q3 2023 | 8,192 | $449.7K | 0.2% | −35−0.4% | Reduced | Holders |
| Q2 2023 | 8,227 | $466.3K | 0.2% | −404−4.7% | Reduced | Holders |
| Q1 2023 | 8,631 | $452.1K | 0.2% | +583+7.2% | Added | Holders |
| Q4 2022 | 8,048 | $670.1K | 0.4% | −3,463−30.1% | Reduced | Holders |
| Q3 2022 | 11,511 | $827.0K | 0.5% | −268−2.3% | Reduced | Holders |
| Q2 2022 | 11,779 | $744.0K | 0.5% | −905−7.1% | Reduced | Holders |
| Q1 2022 | 12,684 | $1.07M | 0.6% | +153+1.2% | Added | Holders |
| Q4 2021 | 12,531 | $1.05M | 0.5% | +12,531 | New | Holders |