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Coastal Bridge Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Coastal Bridge Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$313K Buy
11,167
+3
+0% +$84 0.03% 348
2025
Q1 		$293K Buy
+11,164
New +$293K 0.07% 198