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

Acorn Wealth Advisors, LLC

  • $220 Million
  • Q3 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 13,705 shares of SCHG stock, worth $396,622. This represents 0.65% of its overall portfolio holdings.

Number of Shares
13,705
Previous 11,576 18.39%
Holding current value
$396,622
Previous $1.17 Million 22.28%
% of portfolio
0.65%
Previous 0.6%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$92.63 - $105.69 $197,209 - $225,014
2,129 Added 18.39%
13,705 $1.43 Million
Q2 2024

Jul 30, 2024
BUY
$87.04 - $101.61 $225,172 - $262,865
2,587 Added 28.78%
11,576 $1.17 Million
Q1 2024

Apr 26, 2024
BUY
$80.6 - $93.32 $213,670 - $247,391
2,651 Added 41.83%
8,989 $833,000
Q4 2023

Feb 07, 2024
BUY
$70.08 - $83.37 $49,476 - $58,859
706 Added 12.54%
6,338 $525,000
Q3 2023

Nov 07, 2023
BUY
$71.99 - $78.02 $22,892 - $24,810
318 Added 5.98%
5,632 $409,000
Q2 2023

Aug 02, 2023
SELL
$63.6 - $74.95 $1,335 - $1,573
-21 Reduced 0.39%
5,314 $398,000
Q1 2023

May 09, 2023
BUY
$54.19 - $65.17 $8,236 - $9,905
152 Added 2.93%
5,335 $347,000
Q4 2022

Feb 10, 2023
SELL
$54.31 - $60.76 $8,200 - $9,174
-151 Reduced 2.83%
5,183 $287,000
Q3 2022

Nov 09, 2022
BUY
$55.81 - $69.25 $7,311 - $9,071
131 Added 2.52%
5,334 $298,000
Q2 2022

Aug 08, 2022
BUY
$55.73 - $76.55 $3,678 - $5,052
66 Added 1.28%
5,203 $302,000
Q1 2022

May 03, 2022
BUY
$65.63 - $82.62 $161,515 - $203,327
2,461 Added 91.97%
5,137 $384,000
Q4 2021

Feb 14, 2022
SELL
$73.11 - $83.4 $38,309 - $43,701
-524 Reduced 16.38%
2,676 $438,000
Q3 2021

Nov 12, 2021
BUY
$73.24 - $78.94 $8,276 - $8,920
113 Added 3.66%
3,200 $474,000
Q2 2021

Aug 16, 2021
BUY
$65.3 - $73.24 $1,893 - $2,123
29 Added 0.95%
3,087 $451,000
Q1 2021

May 14, 2021
BUY
$61.41 - $68.35 $7,000 - $7,791
114 Added 3.87%
3,058 $397,000
Q4 2020

Feb 16, 2021
BUY
$55.95 - $64.38 $1,063 - $1,223
19 Added 0.65%
2,944 $378,000
Q3 2020

Nov 04, 2020
BUY
$51.42 - $61.56 $1,336 - $1,600
26 Added 0.9%
2,925 $337,000
Q2 2020

Aug 19, 2020
SELL
$37.99 - $51.32 $32,519 - $43,929
-856 Reduced 22.8%
2,899 $294,000
Q1 2020

May 13, 2020
SELL
$34.6 - $51.17 $32,870 - $48,611
-950 Reduced 20.19%
3,755 $301,000
Q4 2019

Feb 07, 2020
SELL
$40.97 - $46.72 $1,474 - $1,681
-36 Reduced 0.76%
4,705 $444,000
Q3 2019

Nov 21, 2019
SELL
$41.7 - $42.86 $10,842 - $11,143
-260 Reduced 5.2%
4,741 $419,000
Q2 2019

Aug 14, 2019
SELL
N/A
-2,737 Reduced 35.37%
5,001 $419,000
Q1 2019

May 08, 2019
SELL
N/A
-3,301 Reduced 29.9%
7,738 $632,000
Q4 2018

Feb 04, 2019
BUY
N/A
78 Added 0.71%
11,039 $786,000
Q3 2018

Nov 13, 2018
SELL
N/A
-2,546 Reduced 18.85%
10,961 $831,000
Q2 2018

Aug 10, 2018
SELL
N/A
-116 Reduced 0.85%
13,507 $1.03 Million
Q1 2018

May 14, 2018
BUY
N/A
6,862 Added 101.49%
13,623 $992,000
Q4 2017

Feb 14, 2018
BUY
N/A
6,761
6,761 $494,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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