Three Bridge Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Three Bridge Wealth Advisors, LLC

$250 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	SELL	$63.01 - $75.95 $34,340 - $41,392	-545 Reduced 16.55%	2,748 $206,000
Q3 2023 Nov 13, 2023	SELL	$66.75 - $73.98 $1,869 - $2,071	-28 Reduced 0.84%	3,293 $222,000
Q2 2023 Jul 28, 2023	SELL	$65.29 - $71.03 $9,532 - $10,370	-146 Reduced 4.21%	3,321 $235,000
Q1 2023 May 11, 2023	BUY	$64.24 - $73.9 $192 - $221	3 Added 0.09%	3,467 $235,000
Q4 2022 Feb 14, 2023	SELL	$61.05 - $69.94 $38,888 - $44,551	-637 Reduced 15.53%	3,464 $227,000
Q3 2022 Nov 10, 2022	SELL	$60.5 - $72.51 $39,083 - $46,841	-646 Reduced 15.74%	3,459 $209,000
Q2 2022 Nov 10, 2022	BUY	$60.91 - $76.4 $250,035 - $313,622	4,105 New	4,105 $258,000
Q1 2022 Feb 14, 2023	BUY	$70.66 - $80.89 $45,363 - $51,931	642 Added 18.56%	4,101 $311,000

Others Institutions Holding SCHM

# of Institutions

929

Shares Held

95.8M

Call Options Held

6.2K

Put Options Held

3K

Financial Engines Advisors L.L.C. Santa Clara, CA

21.2M
Shares

$616 Million
3.68% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$285 Million
0.81% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$92.2 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$66.3 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$64.8 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.