Acorn Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Acorn Wealth Advisors, LLC

  • $226 Million
  • Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 21,416 shares of SCHA stock, worth $541,182. This represents 0.25% of its overall portfolio holdings.

Number of Shares
21,416
Previous 11,368 88.39%
Holding current value
$541,182
Previous $585,000 5.47%
% of portfolio
0.25%
Previous 0.27%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$25.33 - $51.16 $254,515 - $514,055
10,048 Added 88.39%
21,416 $553,000
Q3 2024

Nov 13, 2024
SELL
$46.9 - $51.96 $2,204 - $2,442
-47 Reduced 0.41%
11,368 $585,000
Q2 2024

Jul 30, 2024
SELL
$45.24 - $49.04 $35,468 - $38,447
-784 Reduced 6.43%
11,415 $541,000
Q1 2024

Apr 26, 2024
BUY
$44.84 - $49.24 $1,255 - $1,378
28 Added 0.23%
12,199 $600,000
Q4 2023

Feb 07, 2024
SELL
$38.13 - $48.02 $57,881 - $72,894
-1,518 Reduced 11.09%
12,171 $574,000
Q3 2023

Nov 07, 2023
BUY
$40.85 - $46.1 $35,743 - $40,337
875 Added 6.83%
13,689 $566,000
Q2 2023

Aug 02, 2023
SELL
$39.91 - $43.82 $49,727 - $54,599
-1,246 Reduced 8.86%
12,814 $561,000
Q1 2023

May 09, 2023
SELL
$39.82 - $46.36 $676 - $788
-17 Reduced 0.12%
14,060 $589,000
Q4 2022

Feb 10, 2023
SELL
$38.25 - $43.54 $23,676 - $26,951
-619 Reduced 4.21%
14,077 $570,000
Q3 2022

Nov 09, 2022
SELL
$37.65 - $45.9 $27,748 - $33,828
-737 Reduced 4.78%
14,696 $556,000
Q2 2022

Aug 08, 2022
SELL
$37.88 - $48.01 $18,106 - $22,948
-478 Reduced 3.0%
15,433 $602,000
Q1 2022

May 03, 2022
BUY
$44.42 - $51.73 $325,465 - $379,025
7,327 Added 85.36%
15,911 $754,000
Q4 2021

Feb 14, 2022
BUY
$48.64 - $55.07 $78,407 - $88,772
1,612 Added 23.12%
8,584 $879,000
Q3 2021

Nov 12, 2021
SELL
$48.3 - $52.49 $9,080 - $9,868
-188 Reduced 2.63%
6,972 $698,000
Q2 2021

Aug 16, 2021
SELL
$48.39 - $52.91 $8,081 - $8,835
-167 Reduced 2.28%
7,160 $746,000
Q1 2021

May 14, 2021
BUY
$43.89 - $52.63 $877 - $1,052
20 Added 0.27%
7,327 $730,000
Q4 2020

Feb 16, 2021
SELL
$34.66 - $45.17 $10,536 - $13,731
-304 Reduced 3.99%
7,307 $650,000
Q3 2020

Nov 04, 2020
BUY
$32.09 - $36.38 $1,379 - $1,564
43 Added 0.57%
7,611 $520,000
Q2 2020

Aug 19, 2020
BUY
$23.59 - $35.22 $11,700 - $17,469
496 Added 7.01%
7,568 $494,000
Q1 2020

May 13, 2020
SELL
$22.29 - $38.7 $65,488 - $113,700
-2,938 Reduced 29.35%
7,072 $357,000
Q4 2019

Feb 07, 2020
SELL
$33.63 - $38.03 $8,844 - $10,001
-263 Reduced 2.56%
10,010 $754,000
Q3 2019

Nov 21, 2019
SELL
$34.78 - $36.12 $69,594 - $72,276
-2,001 Reduced 16.3%
10,273 $746,000
Q2 2019

Aug 14, 2019
SELL
N/A
-2,021 Reduced 14.14%
12,274 $858,000
Q1 2019

May 08, 2019
SELL
N/A
-1,157 Reduced 7.49%
14,295 $1.03 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-2,047 Reduced 11.7%
15,452 $994,000
Q3 2018

Nov 13, 2018
BUY
N/A
358 Added 2.09%
17,499 $1.22 Million
Q2 2018

Aug 10, 2018
BUY
N/A
1,226 Added 7.7%
17,141 $1.27 Million
Q1 2018

May 14, 2018
BUY
N/A
2,150 Added 15.62%
15,915 $1.12 Million
Q4 2017

Feb 14, 2018
BUY
N/A
13,765
13,765 $972,000

Others Institutions Holding SCHA

# of Institutions
1,248
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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