TBWA
SCHW

Three Bridge Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Three Bridge Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Hold
2,274
– – 0.05% 84
2026
Q1 		$214K Buy
2,274
+50
+2% +$4.9K 0.06% 84
2025
Q4 		$222K Sell
2,224
-494
-18% -$46.9K 0.06% 84
2025
Q3 		$259K Sell
2,718
-1,252
-32% -$119K 0.07% 76
2025
Q2 		$362K Buy
3,970
+1,252
+46% +$105K 0.1% 79
2025
Q1 		$213K Sell
2,718
-201
-7% -$15.8K 0.07% 82
2024
Q4 		$216K Buy
+2,919
New +$218K 0.08% 90
2024
Q3 		– Sell
-2,919
Closed -$215K – 91
2024
Q2 		$215K Hold
2,919
– – 0.09% 85
2024
Q1 		$211K Sell
2,919
-238
-8% -$15.7K 0.08% 89
2023
Q4 		$217K Buy
+3,157
New +$182K 0.08% 88
2023
Q1 		– Sell
-3,335
Closed -$278K – 94
2022
Q4 		$278K Hold
3,335
– – 0.15% 68
2022
Q3 		$240K Hold
3,335
– – 0.12% 77
2022
Q2 		$211K Hold
3,335
– – 0.1% 80
2022
Q1 		$281K Buy
+3,335
New +$293K 0.08% 75

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Three Bridge Wealth Advisors held its Charles Schwab (SCHW) position steady in Q2 2026 at 2,274 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #84.

Three Bridge Wealth Advisors first reported a position in SCHW in Q1 2022 and has held it in 14 quarters since. The position peaked at $362K in Q2 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Three Bridge Wealth Advisors held 2,274 shares of Charles Schwab worth $210K as of Q2 2026.
  • Three Bridge Wealth Advisors left its Charles Schwab share count unchanged in Q2 2026.
  • Charles Schwab made up 0.05% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Three Bridge Wealth Advisors first reported a position in Charles Schwab in Q1 2022 and has held it in 14 quarters since.
  • Three Bridge Wealth Advisors's Charles Schwab position peaked at $362K in Q2 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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