Coastal Bridge Advisors, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 1,051,797 shares of SCHD stock, worth $28.7 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

1,051,797

Previous 1,020,323 3.08%

Holding current value

$28.7 Million

Previous $27 Million 6.2%

% of portfolio

2.4%

Previous 2.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$26.38 - $27.95 $830,284 - $879,698	31,474 Added 3.08%	1,051,797 $28.7 Million
Q2 2025 Aug 14, 2025	BUY	$24.32 - $27.87 $24.8 Million - $28.4 Million	1,020,323 New	1,020,323 $27 Million
Q1 2025 Aug 25, 2025	SELL	$27.01 - $28.54 $1.03 Million - $1.09 Million	-38,097 Reduced 3.73%	982,226 $27.5 Million
Q2 2020 Aug 11, 2020	SELL	$43.56 - $56.5 $356,887 - $462,904	-8,193 Closed	0 $0
Q3 2019 Nov 08, 2019	SELL	$54.39 - $55.76 $79,735 - $81,744	-1,466 Reduced 15.18%	8,193 $449,000
Q2 2019 Aug 13, 2019	BUY	N/A	9,347 Added 2995.83%	9,659 $513,000
Q2 2019 Aug 07, 2019	SELL	N/A	-9,347 Reduced 96.77%	312 $513,000
Q4 2017 Feb 09, 2018	BUY	N/A	9,659	9,659 $496,000

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Coastal Bridge Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History