Cobblestone Capital Advisors LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 192,314 shares of SCHX stock, worth $12.3 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
192,314
Previous 266,247
27.77%
Holding current value
$12.3 Million
Previous $16.5 Million
25.22%
% of portfolio
0.77%
Previous 1.06%
Shares
28 transactions
Others Institutions Holding SCHX
# of Institutions
1,313Shares Held
446MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$9.52 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.8 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$914 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$800 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$676 Million25.33% of portfolio