Acorn Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Acorn Wealth Advisors, LLC

  • $293 Million
  • Q3 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 11,086 shares of SCHZ stock, worth $259,412. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,086
Previous 9,648 14.9%
Holding current value
$259,412
Previous $224,000 16.07%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 31, 2025
BUY
$22.9 - $23.58 $32,930 - $33,908
1,438 Added 14.9%
11,086 $260,000
Q2 2025

Aug 13, 2025
SELL
$22.68 - $23.28 $35,652 - $36,596
-1,572 Reduced 14.01%
9,648 $224,000
Q1 2025

May 01, 2025
SELL
$22.46 - $23.26 $5,120 - $5,303
-228 Reduced 1.99%
11,220 $259,000
Q4 2024

Feb 04, 2025
BUY
$22.63 - $47.53 $129,534 - $272,061
5,724 Added 100.0%
11,448 $259,000
Q2 2024

Jul 30, 2024
SELL
$44.66 - $45.99 $9,825 - $10,117
-220 Reduced 3.7%
5,724 $260,000
Q1 2024

Apr 26, 2024
SELL
$45.44 - $46.67 $1,908 - $1,960
-42 Reduced 0.7%
5,944 $273,000
Q3 2023

Nov 07, 2023
SELL
$44.14 - $46.33 $176 - $185
-4 Reduced 0.07%
5,986 $264,000
Q2 2023

Aug 02, 2023
SELL
$45.86 - $47.33 $2,568 - $2,650
-56 Reduced 0.93%
5,990 $276,000
Q1 2023

May 09, 2023
SELL
$45.33 - $47.44 $11,513 - $12,049
-254 Reduced 4.03%
6,046 $283,000
Q4 2022

Feb 10, 2023
SELL
$44.04 - $47.03 $572 - $611
-13 Reduced 0.21%
6,300 $287,000
Q3 2022

Nov 09, 2022
BUY
$44.98 - $49.09 $6,162 - $6,725
137 Added 2.22%
6,313 $286,000
Q2 2022

Aug 08, 2022
BUY
$46.62 - $50.36 $22,051 - $23,820
473 Added 8.29%
6,176 $296,000
Q1 2022

May 03, 2022
SELL
$50.05 - $53.52 $3,953 - $4,228
-79 Reduced 1.37%
5,703 $288,000
Q4 2021

Feb 14, 2022
BUY
$53.63 - $54.52 $53 - $54
1 Added 0.02%
5,782 $312,000
Q3 2021

Nov 12, 2021
SELL
$54.26 - $55.17 $175,531 - $178,474
-3,235 Reduced 35.88%
5,781 $314,000
Q2 2021

Aug 16, 2021
SELL
$53.9 - $54.6 $7,384 - $7,480
-137 Reduced 1.5%
9,016 $492,000
Q1 2021

May 14, 2021
BUY
$53.75 - $55.97 $49,987 - $52,052
930 Added 11.31%
9,153 $494,000
Q4 2020

Feb 16, 2021
BUY
$55.56 - $56.23 $127,788 - $129,329
2,300 Added 38.83%
8,223 $461,000
Q3 2020

Nov 04, 2020
BUY
$56.07 - $56.92 $132,156 - $134,160
2,357 Added 66.1%
5,923 $332,000
Q2 2020

Aug 19, 2020
SELL
$54.35 - $56.24 $32,229 - $33,350
-593 Reduced 14.26%
3,566 $201,000
Q1 2020

May 13, 2020
BUY
$50.33 - $56.09 $905 - $1,009
18 Added 0.43%
4,159 $227,000
Q4 2019

Feb 07, 2020
BUY
$53.21 - $54.14 $904 - $920
17 Added 0.41%
4,141 $222,000
Q3 2019

Nov 21, 2019
BUY
$53.15 - $53.86 $1,435 - $1,454
27 Added 0.66%
4,124 $220,000
Q2 2019

Aug 14, 2019
BUY
N/A
17 Added 0.42%
4,097 $220,000
Q1 2019

May 08, 2019
BUY
N/A
27 Added 0.67%
4,080 $210,000
Q4 2018

Feb 04, 2019
BUY
N/A
4,053 New
4,053 $205,000
Q3 2018

Nov 13, 2018
SELL
N/A
-5,703 Closed
0 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-377 Reduced 6.2%
5,703 $288,000
Q1 2018

May 14, 2018
BUY
N/A
26 Added 0.43%
6,080 $307,000
Q4 2017

Feb 14, 2018
BUY
N/A
6,054
6,054 $314,000

Others Institutions Holding SCHZ

# of Institutions
705
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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