Acorn Financial Advisory Services’s Charles Schwab SCHW Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$253K	Buy
2025 Q3	$232K	Buy
2025 Q2	$215K	Buy