Three Bridge Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $216K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $278K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $281K | Buy |
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