Coastal Bridge Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.2M | Sell |
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|
2025
Q2 | $17.9M | Sell |
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|
2025
Q1 | $16.3M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $384K | Sell |
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|
2019
Q4 | $564K | Hold |
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|
2019
Q3 | $521K | Hold |
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|
2019
Q2 | $518K | Hold |
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|
2019
Q1 | $500K | Sell |
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|
2018
Q4 | $443K | Hold |
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|
2018
Q3 | $520K | Hold |
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|
2018
Q2 | $488K | Hold |
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|
2018
Q1 | $471K | Hold |
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|
2017
Q4 | $480K | Buy |
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