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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
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$469K Buy
16,935
+61
+0.4% +$1.69K 0.04% 299
2025
Q1 		$449K Buy
+16,874
New +$449K 0.11% 167