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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$23.23 - $24.96 $212,554 - $228,384
9,150 Added 41.06%
31,437 $740,000
Q1 2024

Apr 26, 2024

BUY
$23.78 - $24.68 $204,198 - $211,927
8,587 Added 62.68%
22,287 $540,000
Q4 2023

Feb 07, 2024

BUY
$22.12 - $24.59 $99,252 - $110,335
4,487 Added 48.7%
13,700 $336,000
Q3 2023

Nov 07, 2023

BUY
$22.9 - $24.85 $210,977 - $228,943
9,213 New
9,213 $211,000

Others Institutions Holding SCHY

About SCHWAB STRATEGIC TR INTL DIVID


  • Ticker SCHY
  • Sector ETFs
  • Industry ETFs
More about SCHY
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.