Schwab Strategic Tr us aggregate b shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $260k | 11k | 23.47 |
| 2025-06-30 | $224k | 9.6k | 23.24 |
| 2025-03-31 | $260k | 11k | 23.16 |
| 2024-12-31 | $260k | 11k | 22.70 |
| 2024-09-30 | $272k | 5.7k | 47.52 |
| 2024-06-30 | $261k | 5.7k | 45.58 |
| 2024-03-31 | $273k | 5.9k | 46.00 |
| 2023-12-31 | $279k | 6.0k | 46.62 |
| 2023-09-30 | $265k | 6.0k | 44.23 |
| 2023-06-30 | $277k | 6.0k | 46.16 |
| 2023-03-31 | $284k | 6.0k | 46.91 |
| 2022-12-31 | $288k | 6.3k | 45.71 |
| 2022-09-30 | $286k | 6.3k | 45.30 |
| 2022-06-30 | $296k | 6.2k | 47.93 |
| 2022-03-31 | $288k | 5.7k | 50.50 |
| 2021-12-31 | $312k | 5.8k | 53.96 |
| 2021-09-30 | $314k | 5.8k | 54.32 |
| 2021-06-30 | $492k | 9.0k | 54.57 |
| 2021-03-31 | $494k | 9.2k | 53.97 |
| 2020-12-31 | $461k | 8.2k | 56.06 |
| 2020-09-30 | $332k | 5.9k | 56.05 |
| 2020-06-30 | $201k | 3.6k | 56.37 |
| 2020-03-31 | $227k | 4.2k | 54.58 |
| 2019-12-31 | $222k | 4.1k | 53.61 |
| 2019-09-30 | $220k | 4.1k | 53.35 |
| 2019-06-30 | $220k | 4.1k | 53.70 |
| 2019-03-31 | $210k | 4.1k | 51.47 |
| 2018-12-31 | $205k | 4.1k | 50.58 |
| 2018-06-30 | $288k | 5.7k | 50.50 |
| 2018-03-31 | $307k | 6.1k | 50.49 |
| 2017-12-31 | $314k | 6.1k | 51.87 |
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