Cobblestone Capital Advisors »

Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Cobblestone Capital Advisors

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Cobblestone Capital Advisors from 13F filings

Historical chart of Cobblestone Capital Advisors investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Cobblestone Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Cobblestone Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 146k 71.76
2024-06-30 $10M 150k 66.98
2024-03-31 $10M 154k 67.39
2023-12-31 $9.6M 155k 61.94
2023-09-30 $8.7M 156k 55.97
2023-06-30 $9.8M 170k 57.57
2023-03-31 $9.8M 178k 54.92
2022-12-31 $9.7M 181k 53.44
2022-09-30 $8.8M 184k 47.76
2022-06-30 $9.8M 193k 50.90
2022-03-31 $12M 205k 58.50
2021-12-31 $12M 211k 58.61
2021-09-30 $12M 215k 53.95
2021-06-30 $12M 220k 54.72
2021-03-31 $13M 251k 51.67
2020-12-31 $39M 860k 45.29
2020-09-30 $33M 847k 38.73
2020-06-30 $31M 843k 36.84
2020-03-31 $26M 822k 31.33
2019-12-31 $27M 636k 42.68
2019-09-30 $24M 618k 39.55
2019-06-30 $33M 845k 39.11
2019-03-31 $31M 828k 37.95
2018-12-31 $26M 776k 33.98
2018-09-30 $30M 767k 39.68
2018-06-30 $28M 761k 37.34
2018-03-31 $27M 751k 36.34
2017-12-31 $27M 717k 37.46
2017-09-30 $24M 689k 35.15
2017-06-30 $23M 678k 33.82
2017-03-31 $21M 615k 33.79
2016-12-31 $22M 670k 32.63
2016-09-30 $20M 650k 31.11
2016-06-30 $21M 677k 30.31
2016-03-31 $19M 652k 29.49
2015-12-31 $14M 489k 28.64
2015-09-30 $13M 478k 27.27
2015-06-30 $14M 459k 29.75
2015-03-31 $9.9M 329k 30.00

More positions owned by Cobblestone Capital Advisors

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

View all positions for Cobblestone Capital Advisors

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Cornerstone Planning Group
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg