Cobblestone Capital Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Cobblestone Capital Advisors LLC
- $2 Billion
- Q3 2025
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 817,820 shares of SCHB stock, worth $21.1 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
817,820
Previous 821,814
0.49%
Holding current value
$21.1 Million
Previous $19.6 Million
7.37%
% of portfolio
1.05%
Previous 1.05%
Shares
33 transactions
Others Institutions Holding SCHB
# of Institutions
1,378Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio