Three Bridge Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Three Bridge Wealth Advisors, LLC

$250 Million
Q2 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 3,821 shares of SCHB stock, worth $84,482. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,821

Previous 3,821 -0.0%

Holding current value

$84,482

Previous $233,000 3.0%

% of portfolio

0.1%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$54.61 - $61.05 $131,555 - $147,069	-2,409 Reduced 38.67%	3,821 $233,000
Q4 2023 Feb 08, 2024	BUY	$47.61 - $55.91 $285 - $335	6 Added 0.1%	6,230 $346,000
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $297 - $321	6 Added 0.1%	6,224 $310,000
Q2 2023 Jul 28, 2023	BUY	$47.08 - $51.7 $235 - $258	5 Added 0.08%	6,218 $321,000
Q1 2023 May 11, 2023	SELL	$44.47 - $49.23 $37,354 - $41,353	-840 Reduced 11.91%	6,213 $297,000
Q4 2022 Feb 14, 2023	SELL	$41.94 - $47.81 $36,991 - $42,168	-882 Reduced 11.12%	7,053 $316,000
Q3 2022 Nov 10, 2022	BUY	$41.99 - $50.63 $251 - $303	6 Added 0.08%	7,946 $334,000
Q2 2022 Nov 10, 2022	BUY	$42.93 - $53.98 $340,864 - $428,601	7,940 New	7,940 $351,000
Q1 2022 Feb 14, 2023	SELL	$49.15 - $56.85 $540 - $625	-11 Reduced 0.14%	7,935 $424,000

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Three Bridge Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History