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

Acorn Financial Advisory Services Inc

  • $523 Million
  • Q4 2024

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024
SELL
$23.04 - $24.89 $32,002 - $34,572
-1,389 Reduced 5.16%
25,504 $632,000
Q3 2023

Oct 10, 2023
BUY
$23.83 - $26.11 $154,037 - $168,775
6,464 Added 31.64%
26,893 $643,000
Q2 2023

Jul 20, 2023
BUY
$23.66 - $25.54 $23,589 - $25,463
997 Added 5.13%
20,429 $503,000
Q1 2023

Apr 26, 2023
BUY
$23.32 - $26.39 $6,249 - $7,072
268 Added 1.4%
19,432 $476,000
Q4 2022

Jan 20, 2023
BUY
$21.59 - $24.95 $2,526 - $2,919
117 Added 0.61%
19,164 $0
Q3 2022

Oct 12, 2022
BUY
$22.4 - $25.83 $4,883 - $5,630
218 Added 1.16%
19,047 $432,000
Q2 2022

Jul 12, 2022
BUY
$24.51 - $28.87 $2,500 - $2,944
102 Added 0.54%
18,829 $477,000
Q1 2022

Apr 18, 2022
BUY
$25.61 - $30.82 $124,669 - $150,031
4,868 Added 35.13%
18,727 $523,000
Q4 2021

Jan 31, 2022
BUY
$28.68 - $31.96 $33,871 - $37,744
1,181 Added 9.32%
13,859 $410,000
Q3 2021

Nov 15, 2021
BUY
$29.81 - $32.7 $73,869 - $81,030
2,478 Added 24.29%
12,678 $382,000
Q2 2021

Jul 23, 2021
BUY
$31.06 - $33.61 $316,812 - $342,822
10,200 New
10,200 $337,000
Q1 2021

Apr 12, 2021
SELL
$30.78 - $34.63 $430,027 - $483,815
-13,971 Closed
0 $0
Q4 2020

Jan 25, 2021
SELL
$26.72 - $30.68 $67,013 - $76,945
-2,508 Reduced 15.22%
13,971 $425,000
Q3 2020

Oct 15, 2020
SELL
$24.69 - $27.71 $75,427 - $84,654
-3,055 Reduced 15.64%
16,479 $440,000
Q2 2020

Jul 10, 2020
SELL
$19.87 - $25.05 $1,649 - $2,079
-83 Reduced 0.42%
19,534 $476,000
Q1 2020

Apr 15, 2020
BUY
$18.68 - $28.22 $9,508 - $14,363
509 Added 2.66%
19,617 $407,000
Q4 2019

Jan 27, 2020
BUY
$24.83 - $27.51 $474,451 - $525,661
19,108 New
19,108 $522,000

Others Institutions Holding SCHE

# of Institutions
838
Shares Held
144M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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