Coastal Bridge Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Coastal Bridge Advisors’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$321K	Buy	12,884 +463	+4%	+$11.6K	0.02%	370
2025 Q4	$312K	Buy	12,421 +132	+1%	+$3.32K	0.02%	363
2025 Q3	$309K	Buy	12,289 +1,476	+14%	+$36.9K	0.02%	362
2025 Q2	$271K	Buy	10,813 +593	+6%	+$14.7K	0.02%	374
2025 Q1	$254K	Buy	+10,220	New	+$250K	0.06%	216

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Coastal Bridge Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 3.7% in Q1 2026, buying an estimated $11.6K and bringing the position to 12,884 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #370.

Coastal Bridge Advisors first reported a position in SCHR in Q1 2025 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Coastal Bridge Advisors held 12,884 shares of Schwab Intermediately-Term US Treasury ETF worth $321K as of Q1 2026.
Coastal Bridge Advisors bought 463 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $11.6K.
Schwab Intermediately-Term US Treasury ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #370 holding.
Coastal Bridge Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 5 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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