Coastal Bridge Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHO
MFT
Coastal Bridge Advisors's SCHO Position: Q1 2026 in Review
Coastal Bridge Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 26% in Q1 2026, buying an estimated $217K and bringing the position to 42,625 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #214.
Coastal Bridge Advisors first reported a position in SCHO in Q1 2025 and has held it in 5 quarters since. 694 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.
- Coastal Bridge Advisors held 42,625 shares of Schwab Short-Term US Treasury ETF worth $1.03M as of Q1 2026.
- Coastal Bridge Advisors bought 8,904 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $217K.
- Schwab Short-Term US Treasury ETF made up 0.07% of Coastal Bridge Advisors's portfolio in Q1 2026, its #214 holding.
- Coastal Bridge Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
- 694 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.
Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.