Schwab Strategic Tr cmn shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 9.1k | 29.11 |
| 2025-06-30 | $250k | 9.0k | 27.67 |
| 2025-03-31 | $287k | 11k | 26.58 |
| 2024-12-31 | $309k | 12k | 26.07 |
| 2024-09-30 | $302k | 3.8k | 80.36 |
| 2024-06-30 | $311k | 4.2k | 74.08 |
| 2024-03-31 | $326k | 4.3k | 75.98 |
| 2023-12-31 | $323k | 4.6k | 70.10 |
| 2023-09-30 | $295k | 4.6k | 64.46 |
| 2023-06-30 | $307k | 4.6k | 67.09 |
| 2023-03-31 | $298k | 4.5k | 65.58 |
| 2022-12-31 | $298k | 4.5k | 66.02 |
| 2022-09-30 | $262k | 4.5k | 58.42 |
| 2022-06-30 | $266k | 4.3k | 62.47 |
| 2022-03-31 | $275k | 3.9k | 71.41 |
| 2021-12-31 | $281k | 3.8k | 73.27 |
| 2021-09-30 | $258k | 3.8k | 67.50 |
| 2021-06-30 | $239k | 3.5k | 68.50 |
| 2021-03-31 | $227k | 3.5k | 65.38 |
| 2020-12-31 | $207k | 3.5k | 59.59 |
| 2020-03-31 | $222k | 4.9k | 44.98 |
| 2019-12-31 | $295k | 4.9k | 59.84 |
| 2019-09-30 | $286k | 4.9k | 58.61 |
| 2019-06-30 | $273k | 4.9k | 55.42 |
| 2019-03-31 | $285k | 5.1k | 56.05 |
| 2018-12-31 | $270k | 5.3k | 50.56 |
| 2018-09-30 | $264k | 4.9k | 53.53 |
| 2018-06-30 | $149k | 2.8k | 53.27 |
| 2018-03-31 | $148k | 2.8k | 53.26 |
| 2017-12-31 | $152k | 2.7k | 55.39 |