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Coastal Bridge Advisors, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Coastal Bridge Advisors, LLC on SCHD, newest first. How the timeline and the estimate are built.

Coastal Bridge Advisors, LLC held 1,213,720 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,213,720 shares
    Change vs previous 13F +55,421 shares

    2.38% of the 13F portfolio, value $38,487,057.

    13F-HR 0002085853-26-001020 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,158,299 shares
    Change vs previous 13F +44,682 shares

    2.52% of the 13F portfolio, value $35,536,610.

    13F-HR 0002085853-26-000594 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,113,617 shares
    Change vs previous 13F +61,820 shares

    2.28% of the 13F portfolio, value $30,546,512.

    13F-HR 0002085853-26-000277 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,051,797 shares
    Change vs previous 13F +31,474 shares

    2.18% of the 13F portfolio, value $28,714,055.

    13F-HR 0001725547-25-004216 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,020,323 shares
    Change vs previous 13F +38,097 shares

    2.25% of the 13F portfolio, value $27,038,554.

    13F-HR 0001725547-25-003671 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 982,226 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $27,463,048.

    13F-HR/A 0001725547-25-003737 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).