Coastal Bridge Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Coastal Bridge Advisors, LLC

  • $1.19 Billion
  • Q3 2025

A detailed history of Coastal Bridge Advisors, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 12,289 shares of SCHR stock, worth $308,576. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,289
Previous 10,813 13.65%
Holding current value
$308,576
Previous $270,000 14.07%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$24.69 - $25.26 $36,442 - $37,283
1,476 Added 13.65%
12,289 $308,000
Q2 2025

Aug 14, 2025
BUY
$24.54 - $25.07 $265,351 - $271,081
10,813 New
10,813 $270,000
Q1 2025

Aug 25, 2025
SELL
$24.05 - $24.86 $14,261 - $14,741
-593 Reduced 5.48%
10,220 $254,000

Others Institutions Holding SCHR

# of Institutions
516
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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