Cobblestone Capital Advisors LLC Schwab Strategic U.S. Reit ETF Transaction History
Cobblestone Capital Advisors LLC
- $1.56 Billion
- Q1 2024
A detailed history of Cobblestone Capital Advisors LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 17,670 shares of SCHH stock, worth $352,516. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,670
Previous 18,320
3.55%
Holding current value
$352,516
Previous $379,000
5.54%
% of portfolio
0.02%
Previous 0.03%
Shares
23 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$568 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio