Cobblestone Asset Management LLC Schwab Strategic Tr Us Small C Transaction History
Cobblestone Asset Management LLC
- $171 Billion
- Q1 2025
A detailed history of Cobblestone Asset Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cobblestone Asset Management LLC holds 213,194 shares of SCHA stock, worth $5.15 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
213,194
Previous 182,757
16.65%
Holding current value
$5.15 Million
Previous $4.73 Billion
5.69%
% of portfolio
2.92%
Previous 3.08%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,256Shares Held
245MCall Options Held
58.5KPut Options Held
4.8K-
Empower Advisory Group, LLC Greenwood Village, CO26.4MShares$638 Million2.03% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$436 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.3MShares$346 Million0.45% of portfolio
-
Personal Capital Advisors Corp10.5MShares$254 Million2.07% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA5.1MShares$123 Million0.26% of portfolio