Acorn Wealth Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Acorn Wealth Advisors, LLC
- $222 Million
- Q1 2025
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 19,315 shares of SCHY stock, worth $533,287. This represents 0.22% of its overall portfolio holdings.
Number of Shares
19,315
Previous 20,092
3.87%
Holding current value
$533,287
Previous $464,000
5.6%
% of portfolio
0.22%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding SCHY
# of Institutions
139Shares Held
11MCall Options Held
300Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.17MShares$87.6 Million0.46% of portfolio
-
Summit Asset Management, LLC Memphis, TN658KShares$18.2 Million2.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL484KShares$13.4 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ481KShares$13.3 Million0.03% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$10.4 Million0.06% of portfolio