COBBLESTONE CAPITAL ADVISORS LLC /NY/: SCHB position timeline

COBBLESTONE CAPITAL ADVISORS LLC /NY/ held 817,820 SCHB shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 817,820 shares

   Change vs previous 13F -3,994 shares

   1.01% of the 13F portfolio, value $21,026,153.

   13F-HR 0001033505-25-000018 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 821,814 shares

   Change vs previous 13F -14,707 shares

   1% of the 13F portfolio, value $19,583,828.

   13F-HR 0001033505-25-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 836,521 shares

   Change vs previous 13F -69,924 shares

   0.99% of the 13F portfolio, value $18,010,295.

   13F-HR 0001033505-25-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 906,445 shares

   Change vs previous 13F +597,633 shares

   1.12% of the 13F portfolio, value $20,576,292.

   13F-HR 0001033505-25-000001 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 308,812 shares

   Change vs previous 13F -6,018 shares

   1.15% of the 13F portfolio, value $20,542,182.

   13F-HR 0001033505-24-000007 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 314,830 shares

   Change vs previous 13F -29,539 shares

   1.22% of the 13F portfolio, value $19,793,347.

   13F-HR 0001033505-24-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
   Filed 2024-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 344,369 shares

   Change vs previous 13F -6,305 shares

   1.32% of the 13F portfolio, value $21,023,713.

   13F-HR 0001033505-24-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
   Filed 2024-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 350,674 shares

   Change vs previous 13F not available

   1.28% of the 13F portfolio, value $19,522,030.

   13F-HR 0001033505-24-000002 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
   Filed 2024-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).