Schwab U S Broad Market ETF shares owned by Three Bridge Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Three Bridge Wealth Advisors
from 13F filings
Historical chart of Three Bridge Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Three Bridge Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $619k | 24k | 25.71 |
| 2025-06-30 | $573k | 24k | 23.83 |
| 2025-03-31 | $238k | 11k | 21.53 |
| 2024-12-31 | $258k | 11k | 22.70 |
| 2024-09-30 | $255k | 3.8k | 66.53 |
| 2024-06-30 | $241k | 3.8k | 63.08 |
| 2024-03-31 | $233k | 3.8k | 61.05 |
| 2023-12-31 | $347k | 6.2k | 55.67 |
| 2023-09-30 | $310k | 6.2k | 49.85 |
| 2023-06-30 | $322k | 6.2k | 51.70 |
| 2023-03-31 | $297k | 6.2k | 47.85 |
| 2022-12-31 | $316k | 7.1k | 44.81 |
| 2022-09-30 | $334k | 7.9k | 42.03 |
| 2022-06-30 | $351k | 7.9k | 44.21 |
| 2022-03-31 | $424k | 7.9k | 53.43 |
More positions owned by Three Bridge Wealth Advisors
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