TBWA
Three Bridge Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
24,052
+12,996
| +118% | +$310K | 0.15% | 62 |
|
|
2025
Q1 | $238K | Sell |
11,056
-322
| -3% | -$6.93K | 0.08% | 78 |
|
|
2024
Q4 | $258K | Buy |
11,378
+7,548
| +197% | +$171K | 0.09% | 81 |
|
|
2024
Q3 | $255K | Buy |
3,830
+9
| +0.2% | +$599 | 0.09% | 78 |
|
|
2024
Q2 | $241K | Hold |
3,821
| – | – | 0.1% | 81 |
|
|
2024
Q1 | $233K | Sell |
3,821
-2,409
| -39% | -$147K | 0.09% | 84 |
|
|
2023
Q4 | $347K | Buy |
6,230
+6
| +0.1% | +$334 | 0.12% | 71 |
|
|
2023
Q3 | $310K | Buy |
6,224
+6
| +0.1% | +$299 | 0.13% | 69 |
|
|
2023
Q2 | $321K | Buy |
6,218
+5
| +0.1% | +$259 | 0.14% | 70 |
|
|
2023
Q1 | $297K | Sell |
6,213
-840
| -12% | -$40.2K | 0.14% | 70 |
|
|
2022
Q4 | $316K | Sell |
7,053
-893
| -11% | -$40K | 0.17% | 63 |
|
|
2022
Q3 | $334K | Buy |
7,946
+6
| +0.1% | +$252 | 0.17% | 63 |
|
|
2022
Q2 | $351K | Buy |
7,940
+5
| +0.1% | +$221 | 0.17% | 65 |
|
|
2022
Q1 | $424K | Buy |
+7,935
| New | +$424K | 0.12% | 62 |
|