Position in SCHW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,871,327
New position
Shares Held
20,281
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#955
of 2,304 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $13,091,312 across 6 Capital Markets names. SCHW ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MIAX |
Miami International Holdings, Inc.
|
183,761 | $6,828,558 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,203 | $2,228,048 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
20,281 | $1,871,327 | |
| 4 | MS |
Morgan Stanley
|
5,228 | $1,092,861 | |
| 5 | ETOR |
eToro Group Ltd.
|
20,321 | $802,069 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,677 | $268,449 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,871,327 | 20,281 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||