Three Bridge Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Three Bridge Wealth Advisors, LLC

  • $268 Million
  • Q3 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 3,830 shares of SCHB stock, worth $87,707. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,830
Previous 3,821 0.24%
Holding current value
$87,707
Previous $240,000 5.83%
% of portfolio
0.09%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$59.93 - $66.52 $539 - $598
9 Added 0.24%
3,830 $254,000
Q1 2024

May 14, 2024
SELL
$54.61 - $61.05 $131,555 - $147,069
-2,409 Reduced 38.67%
3,821 $233,000
Q4 2023

Feb 08, 2024
BUY
$47.61 - $55.91 $285 - $335
6 Added 0.1%
6,230 $346,000
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $297 - $321
6 Added 0.1%
6,224 $310,000
Q2 2023

Jul 28, 2023
BUY
$47.08 - $51.7 $235 - $258
5 Added 0.08%
6,218 $321,000
Q1 2023

May 11, 2023
SELL
$44.47 - $49.23 $37,354 - $41,353
-840 Reduced 11.91%
6,213 $297,000
Q4 2022

Feb 14, 2023
SELL
$41.94 - $47.81 $36,991 - $42,168
-882 Reduced 11.12%
7,053 $316,000
Q3 2022

Nov 10, 2022
BUY
$41.99 - $50.63 $251 - $303
6 Added 0.08%
7,946 $334,000
Q2 2022

Nov 10, 2022
BUY
$42.93 - $53.98 $340,864 - $428,601
7,940 New
7,940 $351,000
Q1 2022

Feb 14, 2023
SELL
$49.15 - $56.85 $540 - $625
-11 Reduced 0.14%
7,935 $424,000

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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