Coastal Bridge Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Coastal Bridge Advisors, LLC

  • $1.1 Billion
  • Q2 2025

A detailed history of Coastal Bridge Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 11,167 shares of SCHM stock, worth $335,456. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,167
Holding current value
$335,456
% of portfolio
0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.92 - $28.05 $255,947 - $313,234
11,167 New
11,167 $313,000
Q1 2025

Aug 25, 2025
SELL
$25.58 - $29.24 $76 - $87
-3 Reduced 0.03%
11,164 $292,000

Others Institutions Holding SCHM

# of Institutions
1,041
Shares Held
284M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Coastal Bridge Advisors, LLC Portfolio

Follow Coastal Bridge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Bridge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastal Bridge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email