Acorn Financial Advisory Services Inc Schwab Strategic Tr Us Dividen Transaction History
Acorn Financial Advisory Services Inc
- $483 Million
- Q2 2024
A detailed history of Acorn Financial Advisory Services Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 3,739 shares of SCHD stock, worth $316,506. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,739
Previous 3,740
0.03%
Holding current value
$316,506
Previous $301,000
3.65%
% of portfolio
0.06%
Previous 0.06%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio