AIM
Acropolis Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,983
| Closed | -$159K | – | 249 |
|
|
2022
Q1 | $159K | Buy |
2,983
+1,491
| +100% | +$79.5K | 0.01% | 203 |
|
|
2021
Q4 | $169K | Buy |
1,492
+248
| +20% | +$28.1K | 0.02% | 205 |
|
|
2021
Q3 | $128K | Hold |
1,244
| – | – | 0.02% | 205 |
|
|
2021
Q2 | $130K | Hold |
1,244
| – | – | 0.01% | 207 |
|
|
2021
Q1 | $120K | Hold |
1,244
| – | – | 0.01% | 203 |
|
|
2020
Q4 | $113K | Buy |
+1,244
| New | +$113K | 0.01% | 205 |
|
|
2019
Q4 | – | Sell |
-1,632
| Closed | -$116K | – | 174 |
|
|
2019
Q3 | $116K | Buy |
1,632
+5
| +0.3% | +$355 | 0.02% | 153 |
|
|
2019
Q2 | $115K | Hold |
1,627
| – | – | 0.02% | 136 |
|
|
2019
Q1 | $111K | Buy |
+1,627
| New | +$111K | 0.02% | 140 |
|