TBWA
Three Bridge Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
3,970
+1,252
| +46% | +$114K | 0.1% | 79 |
|
|
2025
Q1 | $213K | Sell |
2,718
-201
| -7% | -$15.7K | 0.07% | 82 |
|
|
2024
Q4 | $216K | Buy |
+2,919
| New | +$216K | 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% | -$17.2K | 0.08% | 89 |
|
|
2023
Q4 | $217K | Buy |
+3,157
| New | +$217K | 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 | +$281K | 0.08% | 75 |
|