Charles Schwab’s Bridge Investment Group BRDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Buy
13,968
+560
+4% +$5.61K ﹤0.01% 3402
2025
Q1
$128K Buy
13,408
+2
+0% +$19 ﹤0.01% 3312
2024
Q4
$113K Buy
13,406
+30
+0.2% +$252 ﹤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% 3311
2023
Q4
$131K Hold
13,376
﹤0.01% 3325
2023
Q3
$123K Hold
13,376
﹤0.01% 3334
2023
Q2
$152K Hold
13,376
﹤0.01% 3329
2023
Q1
$152K Buy
+13,376
New +$152K ﹤0.01% 3196
2022
Q2
Sell
-9,940
Closed -$203K 3552
2022
Q1
$203K Hold
9,940
﹤0.01% 3303
2021
Q4
$249K Buy
+9,940
New +$249K ﹤0.01% 3322