Coastal Bridge Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$798K Buy
32,745
+910
+3% +$22.2K 0.07% 228
2025
Q1
$775K Buy
+31,835
New +$775K 0.19% 121