Acorn Financial Advisory Services Inc Schwab Strategic Tr Us Large C Transaction History

Acorn Financial Advisory Services Inc

$523 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 17, 2024	BUY	$70.08 - $83.37 $174,148 - $207,174	2,485 New	2,485 $206,000

Others Institutions Holding SCHG

# of Institutions

1,478

Shares Held

2.27B

Call Options Held

296K

Put Options Held

153K

Koshinski Asset Management, Inc.

1.56B
Shares

$40.2 Billion
97.59% of portfolio
Envestnet Asset Management Inc

42.5M
Shares

$1.09 Billion
0.39% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

39.8M
Shares

$1.02 Billion
2.34% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.01 Billion
14.24% of portfolio
Sei Investments CO Oaks, PA

38.2M
Shares

$980 Million
1.41% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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