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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$390K Buy
12,597
+1,425
+13% +$45.4K 0.03% 344
2025
Q4 		$336K Buy
11,172
+2
+0% +$60 0.03% 350
2025
Q3 		$331K Buy
11,170
+3
+0% +$87 0.03% 352
2025
Q2 		$313K Buy
11,167
+3
+0% +$79 0.03% 350
2025
Q1 		$293K Buy
+11,164
New +$311K 0.07% 198

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Coastal Bridge Advisors's SCHM Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 13% in Q1 2026, buying an estimated $45.4K and bringing the position to 12,597 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #344.

Coastal Bridge Advisors first reported a position in SCHM in Q1 2025 and has held it in 5 quarters since. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Coastal Bridge Advisors held 12,597 shares of Schwab US Mid-Cap ETF worth $390K as of Q1 2026.
  • Coastal Bridge Advisors bought 1,425 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $45.4K.
  • Schwab US Mid-Cap ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #344 holding.
  • Coastal Bridge Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.