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

Three Bridge Wealth Advisors, LLC

$268 Million
Q3 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

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

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

25.9M
Shares

$722 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$274 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$200 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90.7 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66 Million
0.18% of portfolio

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