Coastal Bridge Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Coastal Bridge Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.2M	Sell	731,565 -3,401	-0.5%	-$95.2K	1.31%	16
2026 Q1	$18.4M	Sell	734,966 -5,564	-0.8%	-$146K	1.3%	15
2025 Q4	$19.4M	Sell	740,530 -7,477	-1%	-$195K	1.45%	12
2025 Q3	$19.2M	Sell	748,007 -3,983	-0.5%	-$98.6K	1.46%	11
2025 Q2	$17.9M	Sell	751,990 -11,701	-2%	-$258K	1.48%	11
2025 Q1	$16.3M	Buy	+763,691	New	+$17.4M	1.48%	13
2020 Q2	–	Sell	-38,172	Closed	-$384K	–	159
2020 Q1	$384K	Sell	38,172 -5,880	-13%	-$71.2K	0.14%	79
2019 Q4	$564K	Hold	44,052	–	–	0.15%	70
2019 Q3	$521K	Hold	44,052	–	–	0.18%	75
2019 Q2	$518K	Hold	44,052	–	–	0.15%	74
2019 Q1	$500K	Sell	44,052 -276	-0.6%	-$3.01K	0.17%	73
2018 Q4	$443K	Hold	44,328	–	–	0.17%	72
2018 Q3	$520K	Hold	44,328	–	–	0.2%	65
2018 Q2	$488K	Hold	44,328	–	–	0.2%	66
2018 Q1	$471K	Hold	44,328	–	–	0.17%	68
2017 Q4	$480K	Buy	+44,328	New	+$465K	0.15%	69

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Coastal Bridge Advisors's SCHB Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.46% in Q2 2026, selling an estimated $95.2K and leaving 731,565 shares worth $21.2M. The position accounts for 1.31% of the portfolio, ranked #16.

Coastal Bridge Advisors first reported a position in SCHB in Q4 2017 and has held it in 16 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Coastal Bridge Advisors held 731,565 shares of Schwab US Broad Market ETF worth $21.2M as of Q2 2026.
Coastal Bridge Advisors sold 3,401 Schwab US Broad Market ETF shares in Q2 2026, an estimated $95.2K.
Schwab US Broad Market ETF made up 1.31% of Coastal Bridge Advisors's portfolio in Q2 2026, its #16 holding.
Coastal Bridge Advisors first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 16 quarters since.
1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.