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Schwab U S Small Cap ETF shares owned by Cobblestone Capital Advisors

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Cobblestone Capital Advisors from 13F filings

Historical chart of Cobblestone Capital Advisors investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Cobblestone Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Cobblestone Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 53k 47.24
2023-09-30 $2.0M 48k 41.42
2023-06-30 $2.2M 50k 43.80
2023-03-31 $2.1M 51k 41.93
2022-12-31 $2.1M 52k 40.51
2022-09-30 $2.1M 55k 37.80
2022-06-30 $2.5M 65k 38.99
2022-03-31 $3.2M 68k 47.36
2021-12-31 $3.7M 36k 102.40
2021-09-30 $3.4M 34k 100.10
2021-06-30 $3.6M 34k 104.19
2021-03-31 $3.6M 36k 99.66
2020-12-31 $3.9M 44k 89.00
2020-09-30 $3.1M 46k 68.32
2020-06-30 $3.8M 58k 65.34
2020-03-31 $3.8M 75k 51.52
2019-12-31 $7.1M 93k 75.64
2019-09-30 $6.6M 94k 69.73
2019-06-30 $7.1M 100k 71.48
2019-03-31 $6.9M 99k 69.93
2018-12-31 $6.1M 100k 60.68
2018-09-30 $1.3M 17k 76.17
2018-06-30 $1.4M 19k 73.56
2018-03-31 $1.3M 19k 69.12
2017-12-31 $1.5M 21k 69.76
2017-09-30 $1.5M 23k 67.36
2017-06-30 $1.5M 23k 63.93
2017-03-31 $1.5M 24k 62.99
2016-12-31 $1.9M 31k 61.48
2016-09-30 $1.7M 29k 57.55
2016-06-30 $1.1M 20k 54.01
2016-03-31 $1.4M 26k 52.03
2015-12-31 $2.2M 42k 52.07
2015-09-30 $1.9M 37k 50.78
2015-06-30 $2.3M 40k 57.47
2015-03-31 $2.7M 47k 57.58
2014-12-31 $2.2M 40k 55.11
2014-09-30 $2.0M 40k 51.40
2014-06-30 $2.2M 40k 54.82
2014-03-31 $2.2M 41k 53.60
2013-12-31 $2.1M 40k 52.49
2013-09-30 $1.8M 37k 48.21
2013-06-30 $1.7M 38k 44.00
2013-03-31 $1.7M 39k 42.87
2012-12-31 $968k 25k 38.11
2012-09-30 $859k 23k 37.42
2012-06-30 $794k 22k 35.58
2012-03-31 $808k 22k 37.08

More positions owned by Cobblestone Capital Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Visa Com Cl A (V)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Markel Corporation (MKL)

View all positions for Cobblestone Capital Advisors

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF