Schwab U S Broad Market ETF shares owned by Acorn Financial Advisory Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Acorn Financial Advisory Services
from 13F filings
Historical chart of Acorn Financial Advisory Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Acorn Financial Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 22k | 54.68 |
| 2023-09-30 | $1.2M | 25k | 49.77 |
| 2023-06-30 | $1.3M | 25k | 51.70 |
| 2023-03-31 | $1.1M | 24k | 47.86 |
| 2022-12-31 | $1.1M | 24k | 44.81 |
| 2022-09-30 | $1.0M | 24k | 41.89 |
| 2022-06-30 | $961k | 22k | 44.21 |
| 2022-03-31 | $1.2M | 22k | 53.32 |
| 2021-12-31 | $1.2M | 10k | 112.90 |
| 2021-09-30 | $1.1M | 10k | 103.91 |
| 2021-06-30 | $1.1M | 10k | 104.32 |
| 2020-12-31 | $1.0M | 11k | 90.84 |
| 2020-09-30 | $905k | 11k | 79.55 |
| 2020-06-30 | $971k | 13k | 73.18 |
| 2020-03-31 | $850k | 14k | 60.49 |
| 2019-12-31 | $827k | 11k | 76.82 |
More positions owned by Acorn Financial Advisory Services
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