Cobblestone Capital Advisors LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 51,631 shares of SCHA stock, worth $2.5 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
51,631
Previous 52,500
1.66%
Holding current value
$2.5 Million
Previous $2.59 Million
5.26%
% of portfolio
0.15%
Previous 0.17%
Shares
28 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.21 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.07 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$578 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$509 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$356 Million0.51% of portfolio