Coastal Bridge Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHR
ETC
CWA
Coastal Bridge Advisors's SCHR Position: Q2 2026 in Review
Coastal Bridge Advisors increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 2.2% in Q2 2026, buying an estimated $7.04K and bringing the position to 13,169 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #381.
Coastal Bridge Advisors first reported a position in SCHR in Q1 2025 and has held it in 6 quarters since. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.
- Coastal Bridge Advisors held 13,169 shares of Schwab Intermediately-Term US Treasury ETF worth $325K as of Q2 2026.
- Coastal Bridge Advisors bought 285 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $7.04K.
- Schwab Intermediately-Term US Treasury ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #381 holding.
- Coastal Bridge Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2025 and has held it in 6 quarters since.
- 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.