A detailed history of Acorn Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 10,216 shares of SCHH stock, worth $230,064. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,216
Holding current value
$230,064
% of portfolio
0.11%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$19.78 - $23.53 $202,072 - $240,382
10,216 New
10,216 $236,000
Q1 2024

Apr 26, 2024

SELL
$19.39 - $20.93 $1,337 - $1,444
-69 Reduced 0.69%
9,992 $202,000
Q4 2023

Feb 07, 2024

SELL
$16.76 - $20.95 $888 - $1,110
-53 Reduced 0.52%
10,061 $208,000
Q3 2023

Nov 07, 2023

BUY
$17.52 - $20.27 $177,197 - $205,010
10,114 New
10,114 $179,000
Q1 2022

May 03, 2022

SELL
$22.75 - $26.16 $100,486 - $115,548
-4,417 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$22.99 - $26.35 $528 - $606
23 Added 0.52%
4,417 $233,000
Q3 2021

Nov 12, 2021

BUY
$22.84 - $24.92 $822 - $897
36 Added 0.83%
4,394 $201,000
Q2 2021

Aug 16, 2021

BUY
$20.92 - $23.68 $91,169 - $103,197
4,358 New
4,358 $200,000
Q3 2020

Nov 04, 2020

SELL
$16.99 - $18.73 $112,167 - $123,655
-6,602 Closed
0 $0
Q2 2020

Aug 19, 2020

SELL
$14.77 - $20.35 $546 - $752
-37 Reduced 0.56%
6,602 $233,000
Q1 2020

May 13, 2020

SELL
$13.54 - $24.27 $21,460 - $38,467
-1,585 Reduced 19.27%
6,639 $213,000
Q4 2019

Feb 07, 2020

SELL
$22.24 - $24.07 $4,314 - $4,669
-194 Reduced 2.3%
8,224 $372,000
Q3 2019

Nov 21, 2019

SELL
$23.18 - $23.61 $2,712 - $2,762
-117 Reduced 1.37%
8,418 $389,000
Q2 2019

Aug 14, 2019

BUY
N/A
55 Added 0.65%
8,535 $390,000
Q1 2019

May 08, 2019

SELL
N/A
-1,800 Reduced 17.51%
8,480 $380,000
Q4 2018

Feb 04, 2019

BUY
N/A
157 Added 1.55%
10,280 $403,000
Q3 2018

Nov 13, 2018

BUY
N/A
734 Added 7.82%
10,123 $412,000
Q2 2018

Aug 10, 2018

BUY
N/A
15 Added 0.16%
9,389 $389,000
Q1 2018

May 14, 2018

SELL
N/A
-655 Reduced 6.53%
9,374 $365,000
Q4 2017

Feb 14, 2018

BUY
N/A
10,029
10,029 $409,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.