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Three Bridge Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Three Bridge Wealth Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$591K Buy
20,401
+11
+0.1% +$308 0.15% 59
2026
Q1 		$512K Buy
20,390
+12
+0.1% +$315 0.14% 59
2025
Q4 		$535K Sell
20,378
-3,687
-15% -$96K 0.14% 57
2025
Q3 		$619K Buy
24,065
+13
+0.1% +$322 0.16% 55
2025
Q2 		$573K Buy
24,052
+12,996
+118% +$286K 0.15% 62
2025
Q1 		$238K Sell
11,056
-322
-3% -$7.33K 0.08% 78
2024
Q4 		$258K Sell
11,378
-112
-1% -$2.56K 0.09% 81
2024
Q3 		$255K Buy
11,490
+27
+0.2% +$576 0.09% 78
2024
Q2 		$241K Hold
11,463
– – 0.1% 81
2024
Q1 		$233K Sell
11,463
-7,227
-39% -$140K 0.09% 84
2023
Q4 		$347K Buy
18,690
+18
+0.1% +$311 0.12% 71
2023
Q3 		$310K Buy
18,672
+18
+0.1% +$312 0.13% 69
2023
Q2 		$321K Buy
18,654
+15
+0.1% +$245 0.14% 70
2023
Q1 		$297K Sell
18,639
-2,520
-12% -$39.4K 0.14% 70
2022
Q4 		$316K Sell
21,159
-2,679
-11% -$40.3K 0.17% 63
2022
Q3 		$334K Buy
23,838
+18
+0.1% +$280 0.17% 63
2022
Q2 		$351K Buy
23,820
+15
+0.1% +$241 0.17% 65
2022
Q1 		$424K Buy
+23,805
New +$418K 0.12% 62

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Three Bridge Wealth Advisors's SCHB Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 0.05% in Q2 2026, buying an estimated $308 and bringing the position to 20,401 shares worth $591K. The position accounts for 0.15% of the portfolio, ranked #59.

Three Bridge Wealth Advisors first reported a position in SCHB in Q1 2022 and has held it in 18 quarters since. The position peaked at $619K in Q3 2025. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Three Bridge Wealth Advisors held 20,401 shares of Schwab US Broad Market ETF worth $591K as of Q2 2026.
  • Three Bridge Wealth Advisors bought 11 Schwab US Broad Market ETF shares in Q2 2026, an estimated $308.
  • Schwab US Broad Market ETF made up 0.15% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Three Bridge Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Three Bridge Wealth Advisors's Schwab US Broad Market ETF position peaked at $619K in Q3 2025.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.