CBA
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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
Q1 		$18.4M Sell
734,966
-5,564
-0.8% -$146K 1.31% 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 1.49% 11
2025
Q1 		$16.3M Buy
+763,691
New +$17.4M 4.03% 3
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

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