Acorn Wealth Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Acorn Wealth Advisors, LLC
- $185 Million
- Q1 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 22,287 shares of SCHY stock, worth $533,105. This represents 0.29% of its overall portfolio holdings.
Number of Shares
22,287
Previous 13,700
62.68%
Holding current value
$533,105
Previous $336,000
60.71%
% of portfolio
0.29%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding SCHY
# of Institutions
110Shares Held
11.4MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.75MShares$42 Million0.21% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.07MShares$25.5 Million0.01% of portfolio
-
Summit Asset Management, LLC Memphis, TN792KShares$18.9 Million2.28% of portfolio
-
Jane Street Group, LLC New York, NY615KShares$14.7 Million0.02% of portfolio
-
Souders Financial Advisors521KShares$12.5 Million2.07% of portfolio