Acorn Wealth Advisors, LLC SCHD Holdings History
Acorn Wealth Advisors, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held 426,503.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $11.93 Mil. This investment constitutes 4.96% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Acorn Wealth Advisors, LLC has made 17 purchases of SCHD, at an average price of $37.47, for a total of 487,609.00 shares. In addition, there have been 11 sales at an average price of $53.83 for 61,106.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Acorn Wealth Advisors, LLC's estimated gain on his SCHD holdings is $-3.46 Mil, reflecting a -18.92% gain to date.
Acorn Wealth Advisors, LLC SCHD ($27.02) Holding Chart
Acorn Wealth Advisors, LLC SCHD ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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