Cobblestone Capital Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Cobblestone Capital Advisors LLC
- $1.6 Billion
- Q2 2024
A detailed history of Cobblestone Capital Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 14,377 shares of SCHZ stock, worth $328,945. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,377
Previous 6,230
130.77%
Holding current value
$328,945
Previous $286,000
129.02%
% of portfolio
0.04%
Previous 0.02%
Shares
27 transactions
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
111MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$774 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$77.8 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio