Acorn Wealth Advisors, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 11,861 shares of SCHV stock, worth $307,199. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,861
Previous 3,752
216.12%
Holding current value
$307,199
Previous $301,000
2.66%
% of portfolio
0.14%
Previous 0.14%
Shares
28 transactions
Others Institutions Holding SCHV
# of Institutions
885Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.43 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.01 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$828 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$413 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$262 Million0.66% of portfolio