Acorn Wealth Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Acorn Wealth Advisors, LLC
- $220 Million
- Q3 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 33,923 shares of SCHY stock, worth $815,848. This represents 0.4% of its overall portfolio holdings.
Number of Shares
33,923
Previous 31,437
7.91%
Holding current value
$815,848
Previous $740,000
19.86%
% of portfolio
0.4%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.63MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.6 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20.2 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.6 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.07 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.88 Million0.0% of portfolio