SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

Coastal Bridge Advisors, LLC's Holding History (CIK: 0001665976)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 33,721 Value ($000) $822 Avg Close Range
Q3 2025
Shares 31,576 Value ($000) $770 Avg Close Range
Q2 2025
Shares 32,745 Value ($000) $798 Avg Close Range