Acorn Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Acorn Wealth Advisors, LLC

  • $293 Million
  • Q3 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 431,302 shares of SCHD stock, worth $11.7 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares
431,302
Previous 443,402 2.73%
Holding current value
$11.7 Million
Previous $11.8 Million 0.2%
% of portfolio
4.02%
Previous 4.69%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$26.38 - $27.95 $319,198 - $338,195
-12,100 Reduced 2.73%
431,302 $11.8 Million
Q2 2025

Aug 13, 2025
BUY
$24.32 - $27.87 $410,983 - $470,975
16,899 Added 3.96%
443,402 $11.8 Million
Q1 2025

May 01, 2025
SELL
$27.01 - $28.54 $77,734 - $82,138
-2,878 Reduced 0.67%
426,503 $11.9 Million
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $7.56 Million - $23.8 Million
280,641 Added 188.68%
429,381 $11.7 Million
Q3 2024

Nov 13, 2024
SELL
$77.02 - $85.06 $342,199 - $377,921
-4,443 Reduced 2.9%
148,740 $12.6 Million
Q2 2024

Jul 30, 2024
SELL
$75.81 - $80.15 $343,191 - $362,839
-4,527 Reduced 2.87%
153,183 $11.9 Million
Q1 2024

Apr 26, 2024
BUY
$75.25 - $80.63 $6,170 - $6,611
82 Added 0.05%
157,710 $12.7 Million
Q4 2023

Feb 07, 2024
SELL
$66.9 - $76.32 $462,613 - $527,752
-6,915 Reduced 4.2%
157,628 $12 Million
Q3 2023

Nov 07, 2023
SELL
$70.63 - $75.66 $288,664 - $309,222
-4,087 Reduced 2.42%
164,543 $11.6 Million
Q2 2023

Aug 02, 2023
BUY
$69.18 - $73.94 $228,086 - $243,780
3,297 Added 1.99%
168,630 $12.2 Million
Q1 2023

May 09, 2023
SELL
$70.28 - $78.03 $160,870 - $178,610
-2,289 Reduced 1.37%
165,333 $12.1 Million
Q4 2022

Feb 10, 2023
SELL
$67.16 - $79.06 $94,829 - $111,632
-1,412 Reduced 0.84%
167,622 $12.7 Million
Q3 2022

Nov 09, 2022
BUY
$66.43 - $77.87 $306,574 - $359,370
4,615 Added 2.81%
169,034 $11.2 Million
Q2 2022

Aug 08, 2022
BUY
$70.31 - $80.24 $183,016 - $208,864
2,603 Added 1.61%
164,419 $11.8 Million
Q1 2022

May 03, 2022
BUY
$75.14 - $81.94 $65,822 - $71,779
876 Added 0.54%
161,816 $12.8 Million
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $440,738 - $475,618
5,882 Added 3.79%
160,940 $13 Million
Q3 2021

Nov 12, 2021
SELL
$74.23 - $78.13 $317,259 - $333,927
-4,274 Reduced 2.68%
155,058 $11.5 Million
Q2 2021

Aug 16, 2021
BUY
$73.32 - $77.65 $220,839 - $233,881
3,012 Added 1.93%
159,332 $12 Million
Q1 2021

May 14, 2021
BUY
$63.23 - $73.67 $228,386 - $266,096
3,612 Added 2.37%
156,320 $11.4 Million
Q4 2020

Feb 16, 2021
SELL
$54.8 - $65.16 $222,981 - $265,136
-4,069 Reduced 2.6%
152,708 $9.8 Million
Q3 2020

Nov 04, 2020
BUY
$50.37 - $58.54 $86,535 - $100,571
1,718 Added 1.11%
156,777 $8.67 Million
Q2 2020

Aug 19, 2020
BUY
$43.56 - $56.5 $58,501 - $75,879
1,343 Added 0.87%
155,059 $8.02 Million
Q1 2020

May 13, 2020
BUY
$39.5 - $59.28 $478,779 - $718,532
12,121 Added 8.56%
153,716 $7.11 Million
Q4 2019

Feb 07, 2020
SELL
$52.87 - $58.15 $95,694 - $105,251
-1,810 Reduced 1.26%
141,595 $8.15 Million
Q3 2019

Nov 21, 2019
BUY
$54.39 - $55.76 $87,024 - $89,216
1,600 Added 1.13%
143,405 $8.12 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-12,006 Reduced 7.81%
141,805 $7.47 Million
Q1 2019

May 08, 2019
BUY
N/A
1,827 Added 1.2%
153,811 $8.25 Million
Q4 2018

Feb 04, 2019
BUY
N/A
2,128 Added 1.42%
151,984 $7.3 Million
Q3 2018

Nov 13, 2018
BUY
N/A
5,209 Added 3.6%
149,856 $7.54 Million
Q2 2018

Aug 10, 2018
BUY
N/A
4,576 Added 3.27%
144,647 $7.12 Million
Q1 2018

May 14, 2018
BUY
N/A
6,868 Added 5.16%
140,071 $6.87 Million
Q4 2017

Feb 14, 2018
BUY
N/A
133,203
133,203 $6.93 Million

Others Institutions Holding SCHD

# of Institutions
2,057
Shares Held
868M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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