Acropolis Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $617K | Hold |
24,396
| – | – | 0.03% | 137 |
|
2025
Q1 | $572K | Hold |
24,396
| – | – | 0.03% | 140 |
|
2024
Q4 | $631K | Hold |
24,396
| – | – | 0.04% | 131 |
|
2024
Q3 | $628K | Hold |
24,396
| – | – | 0.04% | 131 |
|
2024
Q2 | $579K | Hold |
24,396
| – | – | 0.04% | 136 |
|
2024
Q1 | $601K | Hold |
24,396
| – | – | 0.04% | 133 |
|
2023
Q4 | $576K | Sell |
24,396
-4
| -0% | -$94 | 0.04% | 133 |
|
2023
Q3 | $505K | Hold |
24,400
| – | – | 0.04% | 135 |
|
2023
Q2 | $534K | Hold |
24,400
| – | – | 0.04% | 132 |
|
2023
Q1 | $512K | Sell |
24,400
-440
| -2% | -$9.23K | 0.04% | 136 |
|
2022
Q4 | $503K | Sell |
24,840
-8,860
| -26% | -$179K | 0.05% | 125 |
|
2022
Q3 | $637K | Sell |
33,700
-220
| -0.6% | -$4.16K | 0.07% | 109 |
|
2022
Q2 | $661K | Buy |
33,920
+18,620
| +122% | +$363K | 0.07% | 107 |
|
2022
Q1 | $362K | Sell |
15,300
-128
| -0.8% | -$3.03K | 0.03% | 143 |
|
2021
Q4 | $395K | Hold |
15,428
| – | – | 0.04% | 143 |
|
2021
Q3 | $379K | Sell |
15,428
-88
| -0.6% | -$2.16K | 0.05% | 133 |
|
2021
Q2 | $404K | Buy |
15,516
+536
| +4% | +$14K | 0.04% | 137 |
|
2021
Q1 | $373K | Hold |
14,980
| – | – | 0.04% | 142 |
|
2020
Q4 | $333K | Hold |
14,980
| – | – | 0.04% | 137 |
|
2020
Q3 | $256K | Sell |
14,980
-556
| -4% | -$9.5K | 0.03% | 142 |
|
2020
Q2 | $254K | Hold |
15,536
| – | – | 0.03% | 132 |
|
2020
Q1 | $200K | Buy |
+15,536
| New | +$200K | 0.03% | 134 |
|