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Coastal Bridge Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Coastal Bridge Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$485K Sell
13,929
-2,101
-13% -$69.2K 0.03% 326
2026
Q1 		$489K Sell
16,030
-91
-0.6% -$2.83K 0.03% 315
2025
Q4 		$477K Sell
16,121
-114
-0.7% -$3.33K 0.04% 308
2025
Q3 		$473K Sell
16,235
-700
-4% -$19.9K 0.04% 306
2025
Q2 		$469K Buy
16,935
+61
+0.4% +$1.6K 0.04% 301
2025
Q1 		$449K Buy
+16,874
New +$453K 0.04% 294

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 13% in Q2 2026, selling an estimated $69.2K and leaving 13,929 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #326.

Coastal Bridge Advisors first reported a position in SCHV in Q1 2025 and has held it in 6 quarters since. The position peaked at $489K in Q1 2026. 995 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Coastal Bridge Advisors held 13,929 shares of Schwab US Large-Cap Value ETF worth $485K as of Q2 2026.
  • Coastal Bridge Advisors sold 2,101 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $69.2K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #326 holding.
  • Coastal Bridge Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Schwab US Large-Cap Value ETF position peaked at $489K in Q1 2026.
  • 995 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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