SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Three Bridge Wealth Advisors, LLC's Holding History (CIK: 0001950962)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,224 Value ($000) $222 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 2,718 Value ($000) $259 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 3,970 Value ($000) $362 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 2,718 Value ($000) $213 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 2,919 Value ($000) $216 Avg Close $73.82 Range $61.44 - $82.34
Q2 2024
Shares 2,919 Value ($000) $215 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 2,919 Value ($000) $211 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 3,157 Value ($000) $217 Avg Close $56.12 Range $47.15 - $69.51
Q4 2022
Shares 3,335 Value ($000) $278 Avg Close $74.21 Range $62.42 - $79.82
Q3 2022
Shares 3,335 Value ($000) $240 Avg Close $66.19 Range $56.71 - $73.90
Q2 2022
Shares 3,335 Value ($000) $211 Avg Close $65.53 Range $56.48 - $81.20
Q1 2022
Shares 3,335 Value ($000) $0 Avg Close $83.37 Range $70.80 - $91.11