Acorn Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Acorn Wealth Advisors, LLC
- $185 Million
- Q1 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 5,944 shares of SCHZ stock, worth $272,175. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,944
Previous 5,986
0.7%
Holding current value
$272,175
Previous $279,000
2.15%
% of portfolio
0.15%
Previous 0.17%
Shares
25 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio