Acorn Financial Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Acorn Financial Advisory Services’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-65,385	Closed	-$1.19M	–	243
2023 Q4	$1.19M	Sell	65,385 -8,187	-11%	-$141K	0.21%	74
2023 Q3	$1.22M	Sell	73,572 -1,710	-2%	-$29.6K	0.22%	66
2023 Q2	$1.3M	Buy	75,282 +3,624	+5%	+$59.1K	0.23%	62
2023 Q1	$1.14M	Buy	71,658 +90	+0.1%	+$1.41K	0.22%	65
2022 Q4	$1.07M	Sell	71,568 -1,773	-2%	-$26.6K	0.23%	63
2022 Q3	$1.02M	Buy	73,341 +8,130	+12%	+$126K	0.24%	61
2022 Q2	$961K	Buy	65,211 +390	+0.6%	+$6.26K	0.23%	64
2022 Q1	$1.15M	Buy	64,821 +2,643	+4%	+$46.4K	0.23%	69
2021 Q4	$1.17M	Buy	62,178 +162	+0.3%	+$2.98K	0.23%	69
2021 Q3	$1.07M	Sell	62,016 -156	-0.3%	-$2.77K	0.33%	73
2021 Q2	$1.08M	Buy	+62,172	New	+$1.05M	0.32%	85
2021 Q1	–	Sell	-68,298	Closed	-$1.03M	–	214
2020 Q4	$1.03M	Buy	68,298 +42	+0.1%	+$598	0.41%	75
2020 Q3	$905K	Sell	68,256 -11,352	-14%	-$149K	0.47%	59
2020 Q2	$971K	Sell	79,608 -4,710	-6%	-$54.3K	0.68%	45
2020 Q1	$850K	Buy	84,318 +19,728	+31%	+$239K	0.84%	34
2019 Q4	$827K	Buy	+64,590	New	+$793K	0.69%	46

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Acorn Financial Advisory Services's SCHB Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Schwab US Broad Market ETF (SCHB) in Q1 2024, closing a stake of 65,385 shares — an estimated $1.19M sold.

Acorn Financial Advisory Services first reported a position in SCHB in Q4 2019 and held it in 16 quarters. The position peaked at $1.3M in Q2 2023. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

Acorn Financial Advisory Services reported no remaining Schwab US Broad Market ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 65,385 Schwab US Broad Market ETF shares in Q1 2024, an estimated $1.19M.
Acorn Financial Advisory Services first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 16 quarters.
Acorn Financial Advisory Services's Schwab US Broad Market ETF position peaked at $1.3M in Q2 2023.
1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.