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