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Cobblestone Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Cobblestone Capital Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$21M Sell
817,820
-3,994
-0.5% -$98.9K 1.01% 24
2025
Q2 		$19.6M Sell
821,814
-14,707
-2% -$324K 1% 28
2025
Q1 		$18M Sell
836,521
-69,924
-8% -$1.59M 0.99% 29
2024
Q4 		$20.6M Sell
906,445
-19,991
-2% -$457K 1.12% 25
2024
Q3 		$20.5M Sell
926,436
-18,054
-2% -$385K 1.15% 23
2024
Q2 		$19.8M Sell
944,490
-88,617
-9% -$1.8M 1.22% 22
2024
Q1 		$21M Sell
1,033,107
-18,915
-2% -$366K 1.32% 22
2023
Q4 		$19.5M Sell
1,052,022
-37,665
-3% -$651K 1.28% 22
2023
Q3 		$18.1M Sell
1,089,687
-25,164
-2% -$436K 1.34% 21
2023
Q2 		$19.2M Sell
1,114,851
-37,752
-3% -$615K 1.36% 23
2023
Q1 		$18.4M Sell
1,152,603
-25,383
-2% -$397K 1.37% 22
2022
Q4 		$17.6M Buy
1,177,986
+9,360
+0.8% +$141K 1.34% 22
2022
Q3 		$16.4M Sell
1,168,626
-32,703
-3% -$509K 1.36% 22
2022
Q2 		$17.7M Buy
1,201,329
+2,508
+0.2% +$40.3K 1.36% 19
2022
Q1 		$21.3M Sell
1,198,821
-23,889
-2% -$419K 1.45% 17
2021
Q4 		$23M Sell
1,222,710
-55,476
-4% -$1.02M 1.48% 19
2021
Q3 		$22.1M Sell
1,278,186
-36,438
-3% -$648K 1.51% 17
2021
Q2 		$22.8M Sell
1,314,624
-101,568
-7% -$1.72M 1.55% 15
2021
Q1 		$22.8M Sell
1,416,192
-73,980
-5% -$1.17M 1.66% 14
2020
Q4 		$22.6M Sell
1,490,172
-86,514
-5% -$1.23M 1.74% 11
2020
Q3 		$20.9M Sell
1,576,686
-322,254
-17% -$4.24M 1.81% 11
2020
Q2 		$23.3M Buy
1,898,940
+16,626
+0.9% +$192K 2.1% 10
2020
Q1 		$19M Sell
1,882,314
-153,396
-8% -$1.86M 2.05% 9
2019
Q4 		$26.1M Sell
2,035,710
-34,380
-2% -$422K 2.36% 7
2019
Q3 		$24.5M Buy
2,070,090
+55,362
+3% +$654K 2.44% 6
2019
Q2 		$23.7M Sell
2,014,728
-74,340
-4% -$858K 2.13% 8
2019
Q1 		$23.7M Buy
2,089,068
+450,210
+27% +$4.92M 2.22% 7
2018
Q4 		$16.4M Buy
1,638,858
+275,928
+20% +$2.98M 1.69% 10
2018
Q3 		$16M Buy
1,362,930
+136,812
+11% +$1.58M 1.5% 14
2018
Q2 		$13.5M Buy
1,226,118
+165,462
+16% +$1.81M 1.33% 16
2018
Q1 		$11.3M Buy
1,060,656
+147,840
+16% +$1.62M 1.14% 21
2017
Q4 		$9.82M Buy
912,816
+254,676
+39% +$2.67M 0.98% 26
2017
Q3 		$6.68M Buy
658,140
+140,100
+27% +$1.39M 0.82% 40
2017
Q2 		$5.05M Buy
518,040
+265,182
+105% +$2.56M 0.66% 46
2017
Q1 		$2.4M Buy
252,858
+198,372
+364% +$1.86M 0.32% 60
2016
Q4 		$492K Buy
54,486
+312
+0.6% +$2.75K 0.07% 123
2016
Q3 		$472K Sell
54,174
-168
-0.3% -$1.46K 0.07% 127
2016
Q2 		$456K Sell
54,342
-4,224
-7% -$35.1K 0.07% 129
2016
Q1 		$481K Sell
58,566
-15,954
-21% -$124K 0.07% 123
2015
Q4 		$609K Sell
74,520
-11,670
-14% -$96.3K 0.09% 114
2015
Q3 		$666K Buy
86,190
+9,846
+13% +$80.9K 0.11% 103
2015
Q2 		$639K Buy
76,344
+4,386
+6% +$37.5K 0.1% 109
2015
Q1 		$605K Sell
71,958
-5,994
-8% -$50.1K 0.09% 110
2014
Q4 		$647K Buy
77,952
+2,844
+4% +$23K 0.12% 107
2014
Q3 		$595K Buy
75,108
+2,880
+4% +$23K 0.11% 107
2014
Q2 		$574K Buy
72,228
+6,144
+9% +$47.4K 0.11% 110
2014
Q1 		$503K Buy
66,084
+14,688
+29% +$110K 0.1% 114
2013
Q4 		$386K Buy
51,396
+12,714
+33% +$91.4K 0.07% 123
2013
Q3 		$265K Buy
38,682
+4,932
+15% +$33.5K 0.05% 132
2013
Q2 		$219K Buy
+33,750
New +$219K 0.05% 136

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Cobblestone Capital Advisors's SCHB Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.49% in Q3 2025, selling an estimated $98.9K and leaving 817,820 shares worth $21M. The position accounts for 1.01% of the portfolio, ranked #24.

Cobblestone Capital Advisors first reported a position in SCHB in Q2 2013 and has held it in 50 quarters since. The position peaked at $26.1M in Q4 2019. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

  • Cobblestone Capital Advisors held 817,820 shares of Schwab US Broad Market ETF worth $21M as of Q3 2025.
  • Cobblestone Capital Advisors sold 3,994 Schwab US Broad Market ETF shares in Q3 2025, an estimated $98.9K.
  • Schwab US Broad Market ETF made up 1.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #24 holding.
  • Cobblestone Capital Advisors first reported a position in Schwab US Broad Market ETF in Q2 2013 and has held it in 50 quarters since.
  • Cobblestone Capital Advisors's Schwab US Broad Market ETF position peaked at $26.1M in Q4 2019.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.