Coastal Bridge Advisors, LLC's ownership history for SCHD

Coastal Bridge Advisors, LLC currently holds 1.1M shares with a market value of $30.5M. It started holding SCHD on 2025-06-30. At its peak, it held 1.1M shares on 2025-12-31. Its highest holding value was $30.5M on 2025-12-31. 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 93.3K.