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

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 04, 2019	SELL	N/A	-8,464 Closed	0 $0
Q1 2018 May 14, 2018	SELL	N/A	-51 Reduced 0.6%	8,464 $238,000
Q4 2017 Feb 14, 2018	BUY	N/A	8,515	8,515 $248,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

239M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.82 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$604 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$557 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$207 Million
0.3% of portfolio
Us Bancorp \De\

3.81M
Shares

$108 Million
0.14% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.