Acorn Wealth Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Acorn Wealth Advisors, LLC
- $194 Million
- Q2 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 31,437 shares of SCHY stock, worth $780,266. This represents 0.38% of its overall portfolio holdings.
Number of Shares
31,437
Previous 22,287
41.06%
Holding current value
$780,266
Previous $540,000
37.04%
% of portfolio
0.38%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding SCHY
# of Institutions
125Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$43.4 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$26 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$20.5 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$13.4 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.36 Million0.06% of portfolio