Cobblestone Capital Advisors LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 100,514 shares of SCHE stock, worth $2.66 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
100,514
Previous 102,803
2.23%
Holding current value
$2.66 Million
Previous $2.6 Million
2.85%
% of portfolio
0.17%
Previous 0.17%
Shares
28 transactions
Others Institutions Holding SCHE
# of Institutions
769Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.62 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$585 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$518 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$192 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$84.8 Million3.96% of portfolio