CBA
Coastal Bridge Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Sell |
751,990
-11,701
| -2% | -$279K | 1.48% | 11 |
|
|
2025
Q1 | $16.3M | Buy |
+763,691
| New | +$16.3M | 4.03% | 3 |
|
|
2020
Q2 | – | Sell |
-6,362
| Closed | -$384K | – | 156 |
|
|
2020
Q1 | $384K | Sell |
6,362
-980
| -13% | -$59.2K | 0.14% | 79 |
|
|
2019
Q4 | $564K | Hold |
7,342
| – | – | 0.15% | 70 |
|
|
2019
Q3 | $521K | Hold |
7,342
| – | – | 0.18% | 75 |
|
|
2019
Q2 | $518K | Hold |
7,342
| – | – | 0.15% | 74 |
|
|
2019
Q1 | $500K | Sell |
7,342
-46
| -0.6% | -$3.13K | 0.17% | 73 |
|
|
2018
Q4 | $443K | Hold |
7,388
| – | – | 0.17% | 72 |
|
|
2018
Q3 | $520K | Hold |
7,388
| – | – | 0.2% | 65 |
|
|
2018
Q2 | $488K | Hold |
7,388
| – | – | 0.2% | 66 |
|
|
2018
Q1 | $471K | Hold |
7,388
| – | – | 0.17% | 68 |
|
|
2017
Q4 | $480K | Buy |
+7,388
| New | +$480K | 0.15% | 69 |
|