Three Bridge Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
|
|||||
|
2025
Q1 | $238K | Sell |
|
|||||
|
2024
Q4 | $258K | Sell |
|
|||||
|
2024
Q3 | $255K | Buy |
|
|||||
|
2024
Q2 | $241K | Hold |
|
|||||
|
2024
Q1 | $233K | Sell |
|
|||||
|
2023
Q4 | $347K | Buy |
|
|||||
|
2023
Q3 | $310K | Buy |
|
|||||
|
2023
Q2 | $321K | Buy |
|
|||||
|
2023
Q1 | $297K | Sell |
|
|||||
|
2022
Q4 | $316K | Sell |
|
|||||
|
2022
Q3 | $334K | Buy |
|
|||||
|
2022
Q2 | $351K | Buy |
|
|||||
|
2022
Q1 | $424K | Buy |
|