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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.19M Buy
90,759
+48,134
+113% +$1.16M 0.14% 155
2026
Q1
$1.03M Buy
42,625
+8,904
+26% +$217K 0.07% 214
2025
Q4
$822K Buy
33,721
+2,145
+7% +$52.3K 0.06% 241
2025
Q3
$770K Sell
31,576
-1,169
-4% -$28.4K 0.06% 240
2025
Q2
$798K Buy
32,745
+910
+3% +$22.1K 0.07% 230
2025
Q1
$775K Buy
+31,835
New +$771K 0.07% 224

Other funds holding SCHO

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

Coastal Bridge Advisors increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 113% in Q2 2026, buying an estimated $1.16M and bringing the position to 90,759 shares worth $2.19M. The position accounts for 0.14% of the portfolio, ranked #155.

Coastal Bridge Advisors first reported a position in SCHO in Q1 2025 and has held it in 6 quarters since. 723 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Coastal Bridge Advisors held 90,759 shares of Schwab Short-Term US Treasury ETF worth $2.19M as of Q2 2026.
  • Coastal Bridge Advisors bought 48,134 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.16M.
  • Schwab Short-Term US Treasury ETF made up 0.14% of Coastal Bridge Advisors's portfolio in Q2 2026, its #155 holding.
  • Coastal Bridge Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 723 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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