Coastal Bridge Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.5M	Buy	1,213,720 +55,421	+5%	+$1.76M	2.38%	4
2026 Q1	$35.5M	Buy	1,158,299 +44,682	+4%	+$1.36M	2.51%	4
2025 Q4	$30.5M	Buy	1,113,617 +61,820	+6%	+$1.68M	2.28%	6
2025 Q3	$28.7M	Buy	1,051,797 +31,474	+3%	+$859K	2.17%	9
2025 Q2	$27M	Buy	1,020,323 +38,097	+4%	+$995K	2.23%	8
2025 Q1	$27.5M	Buy	+982,226	New	+$27.4M	2.49%	6
2020 Q2	–	Sell	-24,579	Closed	-$369K	–	160
2020 Q1	$369K	Hold	24,579	–	–	0.14%	82
2019 Q4	$475K	Hold	24,579	–	–	0.12%	78
2019 Q3	$449K	Sell	24,579 -4,398	-15%	-$78.7K	0.15%	84
2019 Q2	$513K	Hold	28,977	–	–	0.15%	75
2019 Q1	$505K	Hold	28,977	–	–	0.18%	72
2018 Q4	$454K	Hold	28,977	–	–	0.18%	71
2018 Q3	$512K	Hold	28,977	–	–	0.2%	66
2018 Q2	$476K	Hold	28,977	–	–	0.19%	68
2018 Q1	$474K	Hold	28,977	–	–	0.17%	67
2017 Q4	$496K	Buy	+28,977	New	+$476K	0.16%	67

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Coastal Bridge Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.8% in Q2 2026, buying an estimated $1.76M and bringing the position to 1,213,720 shares worth $38.5M. The position accounts for 2.38% of the portfolio, ranked #4.

Coastal Bridge Advisors first reported a position in SCHD in Q4 2017 and has held it in 16 quarters since. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Coastal Bridge Advisors held 1,213,720 shares of Schwab US Dividend Equity ETF worth $38.5M as of Q2 2026.
Coastal Bridge Advisors bought 55,421 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.76M.
Schwab US Dividend Equity ETF made up 2.38% of Coastal Bridge Advisors's portfolio in Q2 2026, its #4 holding.
Coastal Bridge Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 16 quarters since.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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