Coastal Bridge Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.7M | Buy |
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|
2025
Q2 | $27M | Buy |
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|
2025
Q1 | $27.5M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $369K | Hold |
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|
2019
Q4 | $475K | Hold |
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|
2019
Q3 | $449K | Sell |
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|
2019
Q2 | $513K | Hold |
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|
2019
Q1 | $505K | Hold |
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|
2018
Q4 | $454K | Hold |
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|
2018
Q3 | $512K | Hold |
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|
2018
Q2 | $476K | Hold |
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|
2018
Q1 | $474K | Hold |
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|
2017
Q4 | $496K | Buy |
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