Charles Schwab Corporation shares owned by Three Bridge Wealth Advisors
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Three Bridge Wealth Advisors
from 13F filings
Historical chart of Three Bridge Wealth Advisors investment in Charles Schwab Corporation
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $211k | 2.9k | 72.33 |
2023-12-31 | $217k | 3.2k | 68.79 |
2022-12-31 | $278k | 3.3k | 83.25 |
2022-09-30 | $240k | 3.3k | 71.96 |
2022-06-30 | $211k | 3.3k | 63.27 |
2022-03-31 | $281k | 3.3k | 84.26 |
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