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Showing 8 of 31 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in COASTAL FINL CORP WA

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 110,026 shares of CCB (COASTAL FINL CORP WA), worth $8.5M as of 2026-Q2. The position was increased (+2.1% shares). CCB represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$8.5M

Current Shares

110,026

Total Value Change

+$3.6M

Total Shares Change

+18,019

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
110,026
+2.1%
$8.5M0.0%$77.51
28
2026-Q1
Increased
107,726
+0.4%
$8.2M0.0%$77.10
27
2025-Q4
Decreased
107,255
-1.0%
$12.3M0.0%$114.62
0
2025-Q3
Increased
108,302
+6.2%
$11.7M0.0%$116.79
30
2025-Q2
Increased
101,940
+3.1%
$9.9M0.0%$99.95
29
2025-Q1
Increased
98,858
+6.3%
$8.9M0.0%$90.39
29
2024-Q4
Increased
92,959
+1.0%
$7.9M0.0%$85.98
28
2024-Q3
Increased
92,007
+188.4%
$5M0.0%$52.99
43

Other major holders of CCB: BlackRock, Inc.

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