Schwab U S Broad Market ETF shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 55k | 25.71 |
| 2025-06-30 | $1.2M | 50k | 23.83 |
| 2025-03-31 | $1.4M | 64k | 21.53 |
| 2024-12-31 | $1.1M | 49k | 22.70 |
| 2024-09-30 | $1.1M | 17k | 66.52 |
| 2024-06-30 | $1.4M | 22k | 62.87 |
| 2024-03-31 | $1.7M | 28k | 61.05 |
| 2023-12-31 | $1.6M | 28k | 55.67 |
| 2023-09-30 | $1.5M | 30k | 49.85 |
| 2023-06-30 | $1.4M | 27k | 51.70 |
| 2023-03-31 | $1.4M | 28k | 47.85 |
| 2022-12-31 | $1.3M | 28k | 44.81 |
| 2022-09-30 | $1.2M | 28k | 41.99 |
| 2022-06-30 | $1.2M | 26k | 44.21 |
| 2022-03-31 | $1.5M | 28k | 53.39 |
| 2021-12-31 | $1.5M | 13k | 113.01 |
| 2021-09-30 | $1.3M | 13k | 103.85 |
| 2021-06-30 | $1.3M | 13k | 104.30 |
| 2021-03-31 | $1.1M | 12k | 96.70 |
| 2020-12-31 | $986k | 11k | 91.04 |
| 2020-09-30 | $776k | 9.7k | 79.61 |
| 2020-06-30 | $763k | 10k | 73.48 |
| 2020-03-31 | $726k | 12k | 60.94 |
| 2019-12-31 | $943k | 12k | 77.19 |
| 2019-09-30 | $946k | 13k | 73.95 |
| 2019-06-30 | $1.1M | 15k | 70.30 |
| 2019-03-31 | $1.2M | 17k | 69.82 |
| 2018-12-31 | $1.5M | 24k | 61.87 |
| 2018-09-30 | $1.3M | 20k | 65.79 |
| 2018-06-30 | $1.2M | 19k | 66.19 |
| 2018-03-31 | $1.2M | 18k | 64.70 |
| 2017-12-31 | $1.2M | 18k | 66.00 |