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Disclosed positions
Coastwise Capital Group, LLC: source evidence dated 2026-07-17T03:59:59.999Z.
- Issuer
- Sch US Div Equity Etf
- Ticker
- SCHD
- Class
- Equities
- Reported value
- $14,268,407
- Reported amount
- 449,966
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001934500-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| Sch US Div Equity Etf | SCHD | Equities | $14,268,407 | 449,966 | SH | None |
| Apple Inc | AAPL | Equities | $9,295,100 | 32,123 | SH | None |
| S P D R TRUST Unit SR | SPY | Equities | $8,949,311 | 11,984 | SH | None |
| Alphabet Inc. | GOOGL | Equities | $8,124,796 | 22,995 | SH | None |
| Amazon Com Inc | AMZN | Equities | $6,619,894 | 27,775 | SH | None |
| Lam Research Corporation | LRCX | Equities | $6,480,017 | 14,954 | SH | None |
| Nvidia Corp | NVDA | Equities | $6,355,440 | 31,763 | SH | None |
| Microsoft Corp | MSFT | Equities | $5,887,357 | 15,783 | SH | None |
| Schw US Lcap Val Etf | SCHV | Equities | $5,530,807 | 158,886 | SH | None |
| Spdr Portfolio S&P 600 | SPSM | Equities | $3,169,722 | 54,963 | SH | None |
| Tesla Motors Inc | TSLA | Equities | $2,911,814 | 6,923 | SH | None |
| Meta Platforms Inc | META | Equities | $2,791,434 | 4,956 | SH | None |
| Invesco Qqq TRUST | QQQ | Equities | $2,315,778 | 3,145 | SH | None |
| Verizon Communications | VZ | Equities | $2,297,406 | 54,261 | SH | None |
| SPDR Dow Jones Ind ETF | DIA | Equities | $2,117,934 | 4,054 | SH | None |
| Cisco Systems Inc | CSCO | Equities | $2,029,273 | 17,276 | SH | None |
| Pfizer Incorporated | PFE | Equities | $1,927,080 | 80,028 | SH | None |
| Intel Corp | INTC | Equities | $1,910,865 | 13,685 | SH | None |
| Schw Intl Eq Etf | SCHF | Equities | $1,808,746 | 65,298 | SH | None |
| Qualcomm Inc | QCOM | Equities | $1,782,765 | 9,648 | SH | None |
| Bristol-Myers Squibb Co | BMY | Equities | $1,668,756 | 28,961 | SH | None |
| Merck & Co Inc | MRK | Equities | $1,648,034 | 12,825 | SH | None |
| Starbucks Corp | SBUX | Equities | $1,611,336 | 15,768 | SH | None |
| Vanguard High Dividend | VYM | Equities | $1,603,046 | 10,144 | SH | None |
| Boeing Co | BA | Equities | $1,587,670 | 7,334 | SH | None |
| Chevron Corporation | CVX | Equities | $1,584,265 | 9,558 | SH | None |
| Johnson & Johnson | JNJ | Equities | $1,571,913 | 6,189 | SH | None |
| Costco Whsl Corp New | COST | Equities | $1,565,862 | 1,674 | SH | None |
| Schw US Scap Etf | SCHA | Equities | $1,549,961 | 42,900 | SH | None |
| First TRUST Senior Loan | FTSL | Equities | $1,530,927 | 34,211 | SH | None |
| A T & T Inc New | T | Equities | $1,497,672 | 72,351 | SH | None |
| Bank Of America Corp | BAC | Equities | $1,483,753 | 26,040 | SH | None |
| Lockheed Martin Corp | LMT | Equities | $1,482,572 | 2,910 | SH | None |
| General Dynamics Corp | GD | Equities | $1,382,379 | 3,902 | SH | None |
| Coca Cola Company | KO | Equities | $1,353,869 | 16,659 | SH | None |
| Unitedhealth Group Inc | UNH | Equities | $1,275,001 | 3,068 | SH | None |
| Procter & Gamble | PG | Equities | $1,247,971 | 8,510 | SH | None |
| Vanguard S&P 500 Etf | VOO | Equities | $1,246,361 | 1,815 | SH | None |
| Amgen Incorporated | AMGN | Equities | $1,160,800 | 3,206 | SH | None |
| Netflix Inc | NFLX | Equities | $1,146,256 | 16,054 | SH | None |
| Jpmorgan Chase & Co | JPM | Equities | $1,131,613 | 3,457 | SH | None |
| Caterpillar Inc | CAT | Equities | $1,112,770 | 1,045 | SH | None |
| Pepsico Incorporated | PEP | Equities | $1,009,356 | 7,455 | SH | None |
| Advanced Micro Devic | AMD | Equities | $984,642 | 1,695 | SH | None |
| Raytheon Technologies Co | RTX | Equities | $964,777 | 5,085 | SH | None |
| Ishares Tr Russell | IWM | Equities | $918,337 | 3,057 | SH | None |
| Ishares Core S&P | IVV | Equities | $897,279 | 1,198 | SH | None |
| Abbott Laboratories | ABT | Equities | $886,403 | 9,769 | SH | None |
| Salesforce Com | CRM | Equities | $876,527 | 5,595 | SH | None |
| Delta Air Lines Inc New | DAL | Equities | $875,169 | 9,344 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.