Cobblestone Capital Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Cobblestone Capital Advisors LLC
- $1.87 Billion
- Q2 2025
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 506,127 shares of SCHX stock, worth $13.5 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
506,127
Previous 513,368
1.41%
Holding current value
$13.5 Million
Previous $11.3 Million
9.12%
% of portfolio
0.66%
Previous 0.65%
Shares
32 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.5 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.17 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$959 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$894 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$879 Million9.79% of portfolio