Three Bridge Wealth Advisors, LLC's ownership history for SCHB

Three Bridge Wealth Advisors, LLC currently holds 20.4K shares with a market value of $534.5K. It started holding SCHB on 2024-09-30. At its peak, it held 24.1K shares on 2025-09-30. Its highest holding value was $618.7K on 2025-09-30. At its lowest, it held 3.8K shares on 2024-09-30, with a value of $238.0K on 2025-03-31. In the recent 180 days, Three Bridge Wealth Advisors, LLC has decreased its shares by 3.7K. In the recent year, Three Bridge Wealth Advisors, LLC has increased its shares by 9.0K.