AIM
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Acropolis Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Acropolis Investment Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$801K Hold
24,546
– – 0.03% 148
2026
Q2 		$887K Hold
24,546
– – 0.04% 145
2026
Q1 		$714K Buy
24,546
+150
+0.6% +$4.5K 0.03% 150
2025
Q4 		$695K Hold
24,396
– – 0.03% 151
2025
Q3 		$617K Hold
24,396
– – 0.03% 154
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% -$84 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% -$9.46K 0.04% 136
2022
Q4 		$503K Sell
24,840
-8,860
-26% -$182K 0.05% 125
2022
Q3 		$637K Sell
33,700
-220
-0.6% -$4.6K 0.07% 109
2022
Q2 		$661K Buy
33,920
+18,620
+122% +$398K 0.07% 107
2022
Q1 		$362K Sell
15,300
-128
-0.8% -$3.02K 0.03% 143
2021
Q4 		$395K Hold
15,428
– – 0.04% 143
2021
Q3 		$379K Sell
15,428
-88
-0.6% -$2.23K 0.05% 133
2021
Q2 		$404K Buy
15,516
+536
+4% +$13.7K 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% -$9.57K 0.03% 142
2020
Q2 		$254K Hold
15,536
– – 0.03% 132
2020
Q1 		$200K Buy
+15,536
New +$264K 0.03% 134

Other funds holding SCHA

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Acropolis Investment Management's SCHA Position: Q3 2026 in Review

Acropolis Investment Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 24,546 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #148.

Acropolis Investment Management first reported a position in SCHA in Q1 2020 and has held it in 27 quarters since. The position peaked at $887K in Q2 2026. 82 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Acropolis Investment Management held 24,546 shares of Schwab U.S Small- Cap ETF worth $801K as of Q3 2026.
  • Acropolis Investment Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Acropolis Investment Management's portfolio in Q3 2026, its #148 holding.
  • Acropolis Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Acropolis Investment Management's Schwab U.S Small- Cap ETF position peaked at $887K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.