Coastal Bridge Advisors, LLC's ownership history for SCHD

Coastal Bridge Advisors, LLC currently holds 1.2M shares with a market value of $35.5M. It started holding SCHD on 2025-06-30. At its peak, it held 1.2M shares on 2026-03-31. Its highest holding value was $35.5M on 2026-03-31. At its lowest, it held 1.0M shares on 2025-06-30, with a value of $27.0M on 2025-06-30. In the recent 180 days, Coastal Bridge Advisors, LLC has increased its shares by 106.5K.