TBWA
Three Bridge Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,748
| Closed | -$207K | – | 98 |
|
|
2023
Q4 | $207K | Sell |
2,748
-545
| -17% | -$41K | 0.07% | 90 |
|
|
2023
Q3 | $223K | Sell |
3,293
-28
| -0.8% | -$1.9K | 0.09% | 83 |
|
|
2023
Q2 | $236K | Sell |
3,321
-146
| -4% | -$10.4K | 0.1% | 81 |
|
|
2023
Q1 | $235K | Buy |
3,467
+3
| +0.1% | +$204 | 0.11% | 79 |
|
|
2022
Q4 | $227K | Buy |
3,464
+5
| +0.1% | +$328 | 0.12% | 77 |
|
|
2022
Q3 | $209K | Sell |
3,459
-646
| -16% | -$39K | 0.11% | 80 |
|
|
2022
Q2 | $258K | Buy |
4,105
+4
| +0.1% | +$251 | 0.13% | 75 |
|
|
2022
Q1 | $311K | Buy |
+4,101
| New | +$311K | 0.09% | 72 |
|