Coastal Bridge Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Coastal Bridge Advisors, LLC
- $1.1 Billion
- Q2 2025
A detailed history of Coastal Bridge Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 16,935 shares of SCHV stock, worth $495,518. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,935Holding current value
$495,518% of portfolio
0.04%Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
968Shares Held
343MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.54 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.26 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$965 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$473 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$351 Million0.63% of portfolio