AWA
Acorn Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
50,194
-14,088
| -22% | -$336K | 0.44% | 53 |
|
|
2025
Q1 | $1.38M | Buy |
64,282
+15,235
| +31% | +$328K | 0.58% | 41 |
|
|
2024
Q4 | $1.11M | Buy |
49,047
+31,999
| +188% | +$726K | 0.46% | 49 |
|
|
2024
Q3 | $1.13M | Sell |
17,048
-4,644
| -21% | -$309K | 0.49% | 42 |
|
|
2024
Q2 | $1.36M | Sell |
21,692
-5,968
| -22% | -$375K | 0.67% | 36 |
|
|
2024
Q1 | $1.69M | Sell |
27,660
-265
| -0.9% | -$16.2K | 0.88% | 29 |
|
|
2023
Q4 | $1.55M | Sell |
27,925
-1,679
| -6% | -$93.5K | 0.92% | 27 |
|
|
2023
Q3 | $1.48M | Buy |
29,604
+2,483
| +9% | +$124K | 0.98% | 24 |
|
|
2023
Q2 | $1.4M | Sell |
27,121
-1,183
| -4% | -$61.2K | 0.96% | 26 |
|
|
2023
Q1 | $1.35M | Buy |
28,304
+205
| +0.7% | +$9.81K | 1% | 24 |
|
|
2022
Q4 | $1.26M | Sell |
28,099
-96
| -0.3% | -$4.3K | 0.97% | 25 |
|
|
2022
Q3 | $1.18M | Buy |
28,195
+2,067
| +8% | +$86.8K | 0.97% | 25 |
|
|
2022
Q2 | $1.16M | Sell |
26,128
-1,815
| -6% | -$80.2K | 0.91% | 26 |
|
|
2022
Q1 | $1.49M | Buy |
27,943
+14,528
| +108% | +$776K | 1.03% | 21 |
|
|
2021
Q4 | $1.52M | Buy |
13,415
+627
| +5% | +$70.9K | 0.96% | 22 |
|
|
2021
Q3 | $1.33M | Buy |
12,788
+295
| +2% | +$30.6K | 0.93% | 27 |
|
|
2021
Q2 | $1.3M | Buy |
12,493
+828
| +7% | +$86.4K | 0.9% | 23 |
|
|
2021
Q1 | $1.13M | Buy |
11,665
+834
| +8% | +$80.6K | 0.81% | 25 |
|
|
2020
Q4 | $986K | Buy |
10,831
+1,084
| +11% | +$98.7K | 0.78% | 24 |
|
|
2020
Q3 | $776K | Sell |
9,747
-637
| -6% | -$50.7K | 0.68% | 36 |
|
|
2020
Q2 | $763K | Sell |
10,384
-1,529
| -13% | -$112K | 0.71% | 30 |
|
|
2020
Q1 | $726K | Sell |
11,913
-303
| -2% | -$18.5K | 0.81% | 29 |
|
|
2019
Q4 | $943K | Sell |
12,216
-577
| -5% | -$44.5K | 0.79% | 26 |
|
|
2019
Q3 | $946K | Sell |
12,793
-2,157
| -14% | -$160K | 0.81% | 25 |
|
|
2019
Q2 | $1.05M | Sell |
14,950
-2,193
| -13% | -$154K | 0.96% | 23 |
|
|
2019
Q1 | $1.2M | Sell |
17,143
-6,941
| -29% | -$485K | 1.08% | 19 |
|
|
2018
Q4 | $1.49M | Buy |
24,084
+3,792
| +19% | +$235K | 1.53% | 15 |
|
|
2018
Q3 | $1.34M | Buy |
20,292
+1,769
| +10% | +$116K | 1.32% | 17 |
|
|
2018
Q2 | $1.23M | Buy |
18,523
+100
| +0.5% | +$6.62K | 1.04% | 19 |
|
|
2018
Q1 | $1.19M | Buy |
18,423
+742
| +4% | +$48K | 1.03% | 18 |
|
|
2017
Q4 | $1.17M | Buy |
+17,681
| New | +$1.17M | 1.07% | 16 |
|