Coastal Bridge Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Coastal Bridge Advisors, LLC

$1.19 Billion
Q3 2025

A detailed history of Coastal Bridge Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 748,007 shares of SCHB stock, worth $19.3 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

748,007

Previous 751,990 0.53%

Holding current value

$19.3 Million

Previous $17.9 Million 7.32%

% of portfolio

1.61%

Previous 1.62%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$23.82 - $25.84 $94,875 - $102,920	-3,983 Reduced 0.53%	748,007 $19.2 Million
Q2 2025 Aug 14, 2025	BUY	$19.1 - $23.83 $14.4 Million - $17.9 Million	751,990 New	751,990 $17.9 Million
Q1 2025 Aug 25, 2025	BUY	$21.23 - $23.75 $248,412 - $277,898	11,701 Added 1.56%	763,691 $16.4 Million
Q2 2020 Aug 11, 2020	SELL	$28.84 - $38.49 $183,480 - $244,873	-6,362 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$26.18 - $40.44 $25,656 - $39,631	-980 Reduced 13.35%	6,362 $384,000
Q2 2019 Aug 13, 2019	SELL	N/A	-188,658 Reduced 96.25%	7,342 $518,000
Q2 2019 Aug 07, 2019	BUY	N/A	188,658 Added 2569.57%	196,000 $518,000
Q1 2019 May 08, 2019	SELL	N/A	-46 Reduced 0.62%	7,342 $500,000
Q4 2017 Feb 09, 2018	BUY	N/A	7,388	7,388 $480,000

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Coastal Bridge Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History