Bordeaux Wealth Advisors LLC's ownership history for SCHW

Bordeaux Wealth Advisors LLC currently holds 8.5K shares with a market value of $775.1K. It started holding SCHW on 2024-09-30. At its peak, it held 8.5K shares on 2025-06-30. Its highest holding value was $775.1K on 2025-06-30. At its lowest, it held 7.9K shares on 2024-09-30, with a value of $513.1K on 2024-09-30. In the recent 180 days, Bordeaux Wealth Advisors LLC has increased its shares by 578.