COBBLESTONE CAPITAL ADVISORS LLC /NY/: SCHH position timeline

COBBLESTONE CAPITAL ADVISORS LLC /NY/ held 12,810 SCHH 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 12,810 shares

   Change vs previous 13F +170 shares

   0.01% of the 13F portfolio, value $276,312.

   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 12,640 shares

   Change vs previous 13F -855 shares

   0.01% of the 13F portfolio, value $267,463.

   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 13,495 shares

   Change vs previous 13F -4,040 shares

   0.02% of the 13F portfolio, value $290,278.

   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 17,535 shares

   Change vs previous 13F -1,740 shares

   0.02% of the 13F portfolio, value $369,288.

   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 19,275 shares

   Change vs previous 13F -135 shares

   0.03% of the 13F portfolio, value $446,602.

   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 19,410 shares

   Change vs previous 13F +1,740 shares

   0.02% of the 13F portfolio, value $387,618.

   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 17,670 shares

   Change vs previous 13F -650 shares

   0.02% of the 13F portfolio, value $358,701.

   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 18,320 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $379,410.

   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).