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Bordeaux Wealth Advisors LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bordeaux Wealth Advisors LLC on SCHD, newest first. How the timeline and the estimate are built.

Bordeaux Wealth Advisors LLC held 20,567 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 20,567 shares
    Change vs previous 13F -1,898 shares

    0.07% of the 13F portfolio, value $545,017.

    13F-HR 0001765380-25-000279 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 22,465 shares
    Change vs previous 13F +623 shares

    0.12% of the 13F portfolio, value $628,125.

    13F-HR 0001765380-25-000149 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F/A 21,842 shares
    Change vs previous 13F +14,561 shares

    0.1% of the 13F portfolio, value $596,715.

    13F-HR/A 0001765380-25-000022 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 7,281 shares
    Change vs previous 13F +146 shares

    0.11% of the 13F portfolio, value $615,434.

    13F-HR 0001765380-24-000400 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 7,135 shares
    Change vs previous 13F -7,430 shares

    0.11% of the 13F portfolio, value $554,790.

    13F-HR 0001765380-24-000263 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 14,565 shares
    Change vs previous 13F +7,855 shares

    0.39% of the 13F portfolio, value $1,174,377.

    13F-HR 0001765380-24-000169 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F/A 6,710 shares
    Change vs previous 13F +2,924 shares

    0.17% of the 13F portfolio, value $510,805.

    13F-HR/A 0001765380-24-000075 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 3,786 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $267,872.

    13F-HR 0001765380-23-000190 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).