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Schwab Strategic Tr shares owned by Acorn Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCCR) shares owned by Acorn Wealth Advisors from 13F filings

Historical chart of Acorn Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Acorn Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $301k 12k 25.59

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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Capital Group International SHS (CGIC)
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Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Acorn Wealth Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Breakwater Investment Management
Citadel Advisors
ATX Financial Planning
Camarda Wealth Advisory
LPL Financial
Compass Financial Group
Acorn Wealth Advisors
Aire Advisors
Susquehanna International
Mercer Global Advisors
Creative Planning
RFG Advisory
Union Bankshares
Wells Fargo & Company

View all funds holding Schwab Strategic Tr