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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
10,813
+593
+6% +$14.8K 0.02% 372
2025
Q1
$254K Buy
+10,220
New +$254K 0.06% 216