Acorn Wealth Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Acorn Wealth Advisors, LLC

  • $185 Million
  • Q1 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 27,660 shares of SCHB stock, worth $1.77 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
27,660
Previous 27,925 0.95%
Holding current value
$1.77 Million
Previous $1.55 Million 8.62%
% of portfolio
0.91%
Previous 0.93%

Shares

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

Apr 26, 2024
SELL
$54.61 - $61.05 $14,471 - $16,178
-265 Reduced 0.95%
27,660 $1.69 Million
Q4 2023

Feb 07, 2024
SELL
$47.61 - $55.91 $79,937 - $93,872
-1,679 Reduced 5.67%
27,925 $1.55 Million
Q3 2023

Nov 07, 2023
BUY
$49.59 - $53.57 $123,131 - $133,014
2,483 Added 9.16%
29,604 $1.48 Million
Q2 2023

Aug 02, 2023
SELL
$47.08 - $51.7 $55,695 - $61,161
-1,183 Reduced 4.18%
27,121 $1.4 Million
Q1 2023

May 09, 2023
BUY
$44.47 - $49.23 $9,116 - $10,092
205 Added 0.73%
28,304 $1.35 Million
Q4 2022

Feb 10, 2023
SELL
$43.88 - $47.81 $4,212 - $4,589
-96 Reduced 0.34%
28,099 $1.26 Million
Q3 2022

Nov 09, 2022
BUY
N/A
2,067 Added 7.91%
28,195 $1.18 Million
Q2 2022

Aug 08, 2022
SELL
N/A
-1,815 Reduced 6.5%
26,128 $1.16 Million
Q1 2022

May 03, 2022
BUY
N/A
14,528 Added 108.3%
27,943 $1.49 Million
Q4 2021

Feb 14, 2022
BUY
N/A
627 Added 4.9%
13,415 $1.52 Million
Q3 2021

Nov 12, 2021
BUY
N/A
295 Added 2.36%
12,788 $1.33 Million
Q2 2021

Aug 16, 2021
BUY
N/A
828 Added 7.1%
12,493 $1.3 Million
Q1 2021

May 14, 2021
BUY
N/A
834 Added 7.7%
11,665 $1.13 Million
Q4 2020

Feb 16, 2021
BUY
N/A
1,084 Added 11.12%
10,831 $986,000
Q3 2020

Nov 04, 2020
SELL
N/A
-637 Reduced 6.13%
9,747 $776,000
Q2 2020

Aug 19, 2020
SELL
N/A
-1,529 Reduced 12.83%
10,384 $763,000
Q1 2020

May 13, 2020
SELL
N/A
-303 Reduced 2.48%
11,913 $726,000
Q4 2019

Feb 07, 2020
SELL
N/A
-577 Reduced 4.51%
12,216 $943,000
Q3 2019

Nov 21, 2019
SELL
N/A
-2,157 Reduced 14.43%
12,793 $946,000
Q2 2019

Aug 14, 2019
SELL
N/A
-2,193 Reduced 12.79%
14,950 $1.05 Million
Q1 2019

May 08, 2019
SELL
N/A
-6,941 Reduced 28.82%
17,143 $1.2 Million
Q4 2018

Feb 04, 2019
BUY
N/A
3,792 Added 18.69%
24,084 $1.49 Million
Q3 2018

Nov 13, 2018
BUY
N/A
1,769 Added 9.55%
20,292 $1.34 Million
Q2 2018

Aug 10, 2018
BUY
N/A
100 Added 0.54%
18,523 $1.23 Million
Q1 2018

May 14, 2018
BUY
N/A
742 Added 4.2%
18,423 $1.19 Million
Q4 2017

Feb 14, 2018
BUY
N/A
17,681
17,681 $1.17 Million

Others Institutions Holding SCHB

# of Institutions
1,126
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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