Three Bridge Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Three Bridge Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,244	Closed	-$207K	–	98
2023 Q4	$207K	Sell	8,244 -1,635	-17%	-$37.5K	0.07%	90
2023 Q3	$223K	Sell	9,879 -84	-0.8%	-$1.99K	0.09%	83
2023 Q2	$236K	Sell	9,963 -438	-4%	-$9.87K	0.1%	81
2023 Q1	$235K	Buy	10,401 +9	+0.1%	+$207	0.11%	79
2022 Q4	$227K	Buy	10,392 +15	+0.1%	+$329	0.12%	77
2022 Q3	$209K	Sell	10,377 -1,938	-16%	-$43.2K	0.11%	80
2022 Q2	$258K	Buy	12,315 +12	+0.1%	+$277	0.13%	75
2022 Q1	$311K	Buy	+12,303	New	+$308K	0.09%	72

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Three Bridge Wealth Advisors's SCHM Position: Q1 2024 in Review

Three Bridge Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 8,244 shares — an estimated $207K sold.

Three Bridge Wealth Advisors first reported a position in SCHM in Q1 2022 and held it in 8 quarters. The position peaked at $311K in Q1 2022. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

Three Bridge Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Three Bridge Wealth Advisors sold 8,244 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $207K.
Three Bridge Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 8 quarters.
Three Bridge Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $311K in Q1 2022.
861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.