Acorn Wealth Advisors »

Schwab Strategic Tr shares owned by Acorn Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $741k 31k 23.57
2024-03-31 $541k 22k 24.26
2023-12-31 $337k 14k 24.59
2023-09-30 $212k 9.2k 23.00

More positions owned by Acorn Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Acorn Wealth Advisors

Top funds holding Schwab Strategic Tr

Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Advisor Group Holdings
Asset Advisors Investment Management
LPL Financial
Magnolia Capital Advisors
Stifel Financial
Principle Wealth Partners
Charles Schwab Trust
Iron Financial
First Merchants Bank, National Association
LongView Wealth Management
Modern Wealth Management

View all funds holding Schwab Strategic Tr