Acorn Wealth Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 20,092 shares of SCHY stock, worth $488,637. This represents 0.21% of its overall portfolio holdings.
Number of Shares
20,092
Previous 33,923
40.77%
Holding current value
$488,637
Previous $887,000
47.69%
% of portfolio
0.21%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding SCHY
# of Institutions
136Shares Held
10.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.88MShares$45.8 Million0.25% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16.3 Million1.72% of portfolio
-
Envestnet Asset Management Inc607KShares$14.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC496KShares$12.1 Million0.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.17 Million0.06% of portfolio