Acorn Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Acorn Wealth Advisors, LLC

  • $222 Million
  • Q1 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 10,791 shares of SCHV stock, worth $304,953. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,791
Previous 11,861 9.02%
Holding current value
$304,953
Previous $309,000 7.44%
% of portfolio
0.13%
Previous 0.14%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$25.77 - $27.6 $27,573 - $29,532
-1,070 Reduced 9.02%
10,791 $286,000
Q4 2024

Feb 04, 2025
BUY
$25.79 - $80.4 $209,131 - $651,963
8,109 Added 216.12%
11,861 $309,000
Q3 2024

Nov 13, 2024
SELL
$73.43 - $80.37 $32,382 - $35,443
-441 Reduced 10.52%
3,752 $301,000
Q2 2024

Jul 30, 2024
SELL
$71.74 - $75.86 $6,671 - $7,054
-93 Reduced 2.17%
4,193 $310,000
Q1 2024

Apr 26, 2024
SELL
$68.82 - $75.98 $21,953 - $24,237
-319 Reduced 6.93%
4,286 $325,000
Q4 2023

Feb 07, 2024
BUY
$61.16 - $70.24 $1,957 - $2,247
32 Added 0.7%
4,605 $322,000
Q3 2023

Nov 07, 2023
BUY
$64.45 - $69.39 $322 - $346
5 Added 0.11%
4,573 $294,000
Q2 2023

Aug 02, 2023
BUY
$63.33 - $67.21 $1,709 - $1,814
27 Added 0.59%
4,568 $306,000
Q1 2023

May 09, 2023
BUY
$62.59 - $69.3 $1,689 - $1,871
27 Added 0.6%
4,541 $297,000
Q4 2022

Feb 10, 2023
BUY
$59.13 - $69.24 $1,714 - $2,007
29 Added 0.65%
4,514 $298,000
Q3 2022

Nov 09, 2022
BUY
$58.51 - $69.02 $13,281 - $15,667
227 Added 5.33%
4,485 $262,000
Q2 2022

Aug 08, 2022
BUY
$60.93 - $72.3 $24,798 - $29,426
407 Added 10.57%
4,258 $266,000
Q1 2022

May 03, 2022
BUY
$67.71 - $74.19 $1,083 - $1,187
16 Added 0.42%
3,851 $275,000
Q4 2021

Feb 14, 2022
BUY
$67.9 - $73.3 $882 - $952
13 Added 0.34%
3,835 $281,000
Q3 2021

Nov 12, 2021
BUY
$66.91 - $71.05 $22,281 - $23,659
333 Added 9.54%
3,822 $258,000
Q2 2021

Aug 16, 2021
BUY
$65.81 - $69.75 $1,118 - $1,185
17 Added 0.49%
3,489 $239,000
Q1 2021

May 14, 2021
SELL
$58.71 - $65.66 $117 - $131
-2 Reduced 0.06%
3,472 $227,000
Q4 2020

Feb 16, 2021
BUY
$50.83 - $59.53 $176,583 - $206,807
3,474 New
3,474 $207,000
Q2 2020

Aug 19, 2020
SELL
$42.21 - $55.29 $208,348 - $272,911
-4,936 Closed
0 $0
Q1 2020

May 13, 2020
BUY
$38.4 - $61.03 $230 - $366
6 Added 0.12%
4,936 $222,000
Q4 2019

Feb 07, 2020
BUY
$54.73 - $60.25 $2,736 - $3,012
50 Added 1.02%
4,930 $295,000
Q3 2019

Nov 21, 2019
SELL
$56.56 - $57.5 $2,601 - $2,645
-46 Reduced 0.93%
4,880 $286,000
Q2 2019

Aug 14, 2019
SELL
N/A
-159 Reduced 3.13%
4,926 $273,000
Q1 2019

May 08, 2019
SELL
N/A
-255 Reduced 4.78%
5,085 $285,000
Q4 2018

Feb 04, 2019
BUY
N/A
408 Added 8.27%
5,340 $270,000
Q3 2018

Nov 13, 2018
BUY
N/A
2,135 Added 76.33%
4,932 $264,000
Q2 2018

Aug 10, 2018
BUY
N/A
18 Added 0.65%
2,797 $149,000
Q1 2018

May 14, 2018
BUY
N/A
35 Added 1.28%
2,779 $148,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,744
2,744 $152,000

Others Institutions Holding SCHV

# of Institutions
947
Shares Held
337M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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