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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Quarterly reported holdings in Charles Schwab Corporation by Three Bridge Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 2.7k | 95.45 |
| 2025-06-30 | $362k | 4.0k | 91.23 |
| 2025-03-31 | $213k | 2.7k | 78.27 |
| 2024-12-31 | $216k | 2.9k | 74.00 |
| 2024-06-30 | $215k | 2.9k | 73.68 |
| 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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