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
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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 |
|---|---|---|---|
| 2025-09-30 | $610k | 22k | 27.94 |
| 2025-06-30 | $559k | 20k | 27.35 |
| 2025-03-31 | $490k | 19k | 25.38 |
| 2024-12-31 | $465k | 20k | 23.12 |
| 2024-09-30 | $888k | 34k | 26.17 |
| 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 |