Acorn Wealth Advisors, LLC SCHB Holdings History
Acorn Wealth Advisors, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held 64,282.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $1.38 Mil. This investment constitutes 0.58% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then Acorn Wealth Advisors, LLC has made 14 purchases of SCHB, at an average price of $29.14, for a total of 106,059.00 shares. In addition, there have been 14 sales at an average price of $38.12 for 41,777.00 shares. Based on historical transaction data and SCHB's current price of $24.07, Acorn Wealth Advisors, LLC's estimated gain on his SCHB holdings is $49,304.61, reflecting a 1.60% gain to date.
Acorn Wealth Advisors, LLC SCHB ($24.07) Holding Chart
Acorn Wealth Advisors, LLC SCHB ($24.07) 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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