Schwab U S Small Cap ETF shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $601k | 12k | 49.24 |
| 2023-12-31 | $575k | 12k | 47.24 |
| 2023-09-30 | $567k | 14k | 41.42 |
| 2023-06-30 | $561k | 13k | 43.80 |
| 2023-03-31 | $590k | 14k | 41.93 |
| 2022-12-31 | $570k | 14k | 40.49 |
| 2022-09-30 | $556k | 15k | 37.83 |
| 2022-06-30 | $602k | 15k | 39.01 |
| 2022-03-31 | $754k | 16k | 47.39 |
| 2021-12-31 | $879k | 8.6k | 102.40 |
| 2021-09-30 | $698k | 7.0k | 100.11 |
| 2021-06-30 | $746k | 7.2k | 104.19 |
| 2021-03-31 | $730k | 7.3k | 99.63 |
| 2020-12-31 | $650k | 7.3k | 88.96 |
| 2020-09-30 | $520k | 7.6k | 68.32 |
| 2020-06-30 | $494k | 7.6k | 65.27 |
| 2020-03-31 | $357k | 7.1k | 50.48 |
| 2019-12-31 | $754k | 10k | 75.32 |
| 2019-09-30 | $746k | 10k | 72.62 |
| 2019-06-30 | $858k | 12k | 69.90 |
| 2019-03-31 | $1.0M | 14k | 71.98 |
| 2018-12-31 | $994k | 16k | 64.33 |
| 2018-09-30 | $1.2M | 18k | 69.55 |
| 2018-06-30 | $1.3M | 17k | 74.03 |
| 2018-03-31 | $1.1M | 16k | 70.19 |
| 2017-12-31 | $972k | 14k | 70.61 |