Cobblestone Capital Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Cobblestone Capital Advisors LLC
- $1.6 Billion
- Q2 2024
A detailed history of Cobblestone Capital Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 314,830 shares of SCHB stock, worth $20 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
314,830
Previous 344,369
8.58%
Holding current value
$20 Million
Previous $21 Million
5.85%
% of portfolio
1.24%
Previous 1.34%
Shares
28 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio