Acorn Financial Advisory Services Inc Schwab Strategic Tr Us Dividen Transaction History

Acorn Financial Advisory Services Inc

  • $481 Million
  • Q1 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 3,740 shares of SCHD stock, worth $288,316. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,740
Previous 5,349 30.08%
Holding current value
$288,316
Previous $407,000 26.04%
% of portfolio
0.06%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$75.25 - $80.63 $121,077 - $129,733
-1,609 Reduced 30.08%
3,740 $301,000
Q4 2023

Jan 17, 2024
SELL
$66.9 - $76.32 $48,435 - $55,255
-724 Reduced 11.92%
5,349 $407,000
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $15,185 - $16,266
215 Added 3.67%
6,073 $429,000
Q2 2023

Jul 20, 2023
BUY
$69.18 - $73.94 $2,905 - $3,105
42 Added 0.72%
5,858 $425,000
Q1 2023

Apr 26, 2023
BUY
$70.28 - $78.03 $43,151 - $47,910
614 Added 11.8%
5,816 $425,000
Q4 2022

Jan 20, 2023
BUY
$73.08 - $79.06 $114,370 - $123,728
1,565 Added 43.03%
5,202 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-2,310 Reduced 38.84%
3,637 $242,000
Q2 2022

Jul 12, 2022
BUY
N/A
1,241 Added 26.37%
5,947 $425,000
Q1 2022

Apr 18, 2022
BUY
N/A
402 Added 9.34%
4,706 $372,000
Q4 2021

Jan 31, 2022
BUY
N/A
1 Added 0.02%
4,304 $349,000
Q2 2021

Jul 23, 2021
BUY
N/A
4,303 New
4,303 $325,000
Q1 2021

Apr 12, 2021
SELL
N/A
-4,352 Closed
0 $0
Q3 2020

Oct 15, 2020
BUY
N/A
1 Added 0.02%
4,352 $241,000
Q2 2020

Jul 10, 2020
BUY
N/A
4,351 New
4,351 $226,000
Q1 2020

Apr 15, 2020
SELL
N/A
-4,350 Closed
0 $0
Q4 2019

Jan 27, 2020
BUY
N/A
4,350 New
4,350 $252,000

Others Institutions Holding SCHD

# of Institutions
1,644
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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