Schwab Strategic Tr us aggregate b shares owned by Cobblestone Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cobblestone Capital Advisors
from 13F filings
Historical chart of Cobblestone Capital Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cobblestone Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $684k | 14k | 47.52 |
| 2024-06-30 | $655k | 14k | 45.58 |
| 2024-03-31 | $287k | 6.2k | 46.00 |
| 2023-12-31 | $297k | 6.4k | 46.62 |
| 2023-09-30 | $294k | 6.7k | 44.23 |
| 2023-06-30 | $1.5M | 33k | 46.16 |
| 2023-03-31 | $1.8M | 39k | 46.91 |
| 2022-12-31 | $2.4M | 52k | 45.65 |
| 2022-09-30 | $3.4M | 75k | 45.32 |
| 2022-06-30 | $4.3M | 90k | 47.87 |
| 2022-03-31 | $4.6M | 91k | 50.57 |
| 2021-12-31 | $5.0M | 93k | 53.90 |
| 2021-09-30 | $5.1M | 93k | 54.26 |
| 2021-06-30 | $5.9M | 109k | 54.60 |
| 2021-03-31 | $5.9M | 110k | 53.95 |
| 2020-12-31 | $7.5M | 135k | 56.03 |
| 2020-09-30 | $7.6M | 135k | 56.08 |
| 2020-06-30 | $8.3M | 148k | 56.24 |
| 2020-03-31 | $8.4M | 155k | 54.27 |
| 2019-12-31 | $9.6M | 179k | 53.43 |
| 2019-09-30 | $10M | 185k | 53.85 |
| 2019-06-30 | $12M | 224k | 53.00 |
| 2019-03-31 | $12M | 230k | 51.88 |
| 2018-12-31 | $16M | 314k | 50.59 |
| 2018-09-30 | $4.6M | 91k | 50.25 |
| 2018-06-30 | $4.5M | 88k | 50.64 |
| 2018-03-31 | $3.4M | 67k | 51.02 |
| 2017-12-31 | $7.8M | 150k | 52.04 |
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