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Acorn Financial Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Acorn Financial Advisory Services’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,940
Closed -$201K – 246
2023
Q4 		$201K Buy
+9,940
New +$192K 0.04% 236

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

Acorn Financial Advisory Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 9,940 shares — an estimated $201K sold.

Acorn Financial Advisory Services first reported a position in SCHG in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Acorn Financial Advisory Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 9,940 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $201K.
  • Acorn Financial Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Acorn Financial Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $201K in Q4 2023.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

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