Acorn Wealth Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Acorn Wealth Advisors, LLC

  • $293 Million
  • Q3 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 128,099 shares of SCHM stock, worth $3.74 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
128,099
Previous 132,788 3.53%
Holding current value
$3.74 Million
Previous $3.72 Million 1.93%
% of portfolio
1.3%
Previous 1.49%

Shares

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

Oct 31, 2025
SELL
$28.15 - $30.13 $131,995 - $141,279
-4,689 Reduced 3.53%
128,099 $3.8 Million
Q2 2025

Aug 13, 2025
SELL
$22.92 - $28.05 $145,771 - $178,398
-6,360 Reduced 4.57%
132,788 $3.72 Million
Q1 2025

May 01, 2025
SELL
$25.58 - $29.24 $65,382 - $74,737
-2,556 Reduced 1.8%
139,148 $3.65 Million
Q4 2024

Feb 04, 2025
BUY
$27.54 - $83.04 $2.52 Million - $7.6 Million
91,524 Added 182.39%
141,704 $3.93 Million
Q3 2024

Nov 13, 2024
SELL
$75.47 - $83.18 $55,923 - $61,636
-741 Reduced 1.46%
50,180 $4.17 Million
Q2 2024

Jul 30, 2024
SELL
$75.69 - $81.19 $217,230 - $233,015
-2,870 Reduced 5.34%
50,921 $3.96 Million
Q1 2024

Apr 26, 2024
SELL
$72.89 - $81.43 $91,476 - $102,194
-1,255 Reduced 2.28%
53,791 $4.38 Million
Q4 2023

Feb 07, 2024
SELL
$63.01 - $75.95 $385,369 - $464,510
-6,116 Reduced 10.0%
55,046 $4.15 Million
Q3 2023

Nov 07, 2023
BUY
$66.75 - $73.98 $126,424 - $140,118
1,894 Added 3.2%
61,162 $4.14 Million
Q2 2023

Aug 02, 2023
BUY
$65.29 - $71.03 $63,592 - $69,183
974 Added 1.67%
59,268 $4.21 Million
Q1 2023

May 09, 2023
BUY
$64.24 - $73.9 $5,974 - $6,872
93 Added 0.16%
58,294 $3.96 Million
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $48,473 - $55,532
794 Added 1.38%
58,201 $3.82 Million
Q3 2022

Nov 09, 2022
BUY
$60.5 - $72.51 $27,588 - $33,064
456 Added 0.8%
57,407 $3.48 Million
Q2 2022

Aug 08, 2022
BUY
$60.91 - $76.4 $7,979 - $10,008
131 Added 0.23%
56,951 $3.57 Million
Q1 2022

May 03, 2022
SELL
$70.66 - $80.89 $201,239 - $230,374
-2,848 Reduced 4.77%
56,820 $4.31 Million
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $354,130 - $388,514
4,659 Added 8.47%
59,668 $4.8 Million
Q3 2021

Nov 12, 2021
SELL
$74.65 - $80.95 $13,735 - $14,894
-184 Reduced 0.33%
55,009 $4.22 Million
Q2 2021

Aug 16, 2021
BUY
$74.64 - $79.12 $202,572 - $214,731
2,714 Added 5.17%
55,193 $4.32 Million
Q1 2021

May 14, 2021
BUY
$67.07 - $76.85 $158,687 - $181,827
2,366 Added 4.72%
52,479 $3.91 Million
Q4 2020

Feb 16, 2021
SELL
$55.93 - $68.45 $229,760 - $281,192
-4,108 Reduced 7.58%
50,113 $3.42 Million
Q3 2020

Nov 04, 2020
SELL
$51.99 - $58.83 $73,721 - $83,420
-1,418 Reduced 2.55%
54,221 $3.01 Million
Q2 2020

Aug 19, 2020
BUY
$39.01 - $57.03 $163,295 - $238,727
4,186 Added 8.14%
55,639 $2.93 Million
Q1 2020

May 13, 2020
SELL
$35.83 - $62.24 $552,032 - $958,931
-15,407 Reduced 23.04%
51,453 $2.15 Million
Q4 2019

Feb 07, 2020
SELL
$54.56 - $60.24 $184,140 - $203,310
-3,375 Reduced 4.81%
66,860 $4.02 Million
Q3 2019

Nov 21, 2019
SELL
$56.23 - $57.59 $449,052 - $459,913
-7,986 Reduced 10.21%
70,235 $4.1 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-38,805 Reduced 33.16%
78,221 $4.39 Million
Q1 2019

May 08, 2019
SELL
N/A
-13,479 Reduced 10.33%
117,026 $6.7 Million
Q4 2018

Feb 04, 2019
BUY
N/A
1,875 Added 1.46%
130,505 $6.56 Million
Q3 2018

Nov 13, 2018
BUY
N/A
5,682 Added 4.62%
128,630 $6.9 Million
Q2 2018

Aug 10, 2018
BUY
N/A
4,033 Added 3.39%
122,948 $6.75 Million
Q1 2018

May 14, 2018
BUY
N/A
7,176 Added 6.42%
118,915 $6.33 Million
Q4 2017

Feb 14, 2018
BUY
N/A
111,739
111,739 $6.05 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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