CBA
SCHV

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
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 0.11% 167

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Coastal Bridge Advisors reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.56% in Q1 2026, selling an estimated $2.83K and leaving 16,030 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #315.

Coastal Bridge Advisors first reported a position in SCHV in Q1 2025 and has held it in 5 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Coastal Bridge Advisors held 16,030 shares of Schwab US Large-Cap Value ETF worth $489K as of Q1 2026.
  • Coastal Bridge Advisors sold 91 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.83K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q1 2026, its #315 holding.
  • Coastal Bridge Advisors first reported a position in Schwab US Large-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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