Charles Schwab’s Bridge Investment Group BRDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-13,968
| Closed | -$140K | – | 3472 |
|
|
2025
Q2 | $140K | Buy |
13,968
+560
| +4% | +$5.22K | ﹤0.01% | 3402 |
|
|
2025
Q1 | $128K | Buy |
13,408
+2
| +0% | +$17 | ﹤0.01% | 3309 |
|
|
2024
Q4 | $113K | Buy |
13,406
+30
| +0.2% | +$295 | ﹤0.01% | 3388 |
|
|
2024
Q3 | $132K | Hold |
13,376
| – | – | ﹤0.01% | 3367 |
|
|
2024
Q2 | $99.3K | Hold |
13,376
| – | – | ﹤0.01% | 3474 |
|
|
2024
Q1 | $91.6K | Hold |
13,376
| – | – | ﹤0.01% | 3312 |
|
|
2023
Q4 | $131K | Hold |
13,376
| – | – | ﹤0.01% | 3326 |
|
|
2023
Q3 | $123K | Hold |
13,376
| – | – | ﹤0.01% | 3335 |
|
|
2023
Q2 | $152K | Hold |
13,376
| – | – | ﹤0.01% | 3330 |
|
|
2023
Q1 | $152K | Buy |
+13,376
| New | +$181K | ﹤0.01% | 3197 |
|
|
2022
Q2 | – | Sell |
-9,940
| Closed | -$203K | – | 3553 |
|
|
2022
Q1 | $203K | Hold |
9,940
| – | – | ﹤0.01% | 3304 |
|
|
2021
Q4 | $249K | Buy |
+9,940
| New | +$199K | ﹤0.01% | 3323 |
|
Charles Schwab's BRDG Position: Q3 2025 in Review
Charles Schwab sold out of Bridge Investment Group (BRDG) in Q3 2025, closing a stake of 13,968 shares — an estimated $140K sold.
Charles Schwab first reported a position in BRDG in Q4 2021 and held it in 12 quarters. The position peaked at $249K in Q4 2021. 0 funds tracked by Wall St. Rank hold BRDG as of Q3 2025.
- Charles Schwab reported no remaining Bridge Investment Group position as of Q3 2025 after selling out during the quarter.
- Charles Schwab sold 13,968 Bridge Investment Group shares in Q3 2025, an estimated $140K.
- Charles Schwab first reported a position in Bridge Investment Group in Q4 2021 and held it in 12 quarters.
- Charles Schwab's Bridge Investment Group position peaked at $249K in Q4 2021.
- 0 funds tracked by Wall St. Rank held Bridge Investment Group as of Q3 2025.
Based on Charles Schwab's 13F filing for Q3 2025, filed 10 Nov 2025.