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Acropolis Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Acropolis Investment Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$194K Sell
6,630
-60
-0.9% -$1.76K 0.01% 292
2026
Q2 		$194K Sell
6,690
-1,034
-13% -$28.9K 0.01% 293
2026
Q1 		$194K Hold
7,724
– – 0.01% 291
2025
Q4 		$203K Buy
+7,724
New +$201K 0.01% 281
2022
Q2 		– Sell
-8,949
Closed -$159K – 249
2022
Q1 		$159K Sell
8,949
-3
-0% -$53 0.01% 203
2021
Q4 		$169K Buy
8,952
+1,488
+20% +$27.4K 0.02% 205
2021
Q3 		$128K Hold
7,464
– – 0.02% 205
2021
Q2 		$130K Hold
7,464
– – 0.01% 207
2021
Q1 		$120K Hold
7,464
– – 0.01% 203
2020
Q4 		$113K Buy
+7,464
New +$106K 0.01% 205
2019
Q4 		– Sell
-9,792
Closed -$116K – 174
2019
Q3 		$116K Buy
9,792
+30
+0.3% +$354 0.02% 153
2019
Q2 		$115K Hold
9,762
– – 0.02% 136
2019
Q1 		$111K Buy
+9,762
New +$107K 0.02% 140

Other funds holding SCHB

HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

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

Acropolis Investment Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.9% in Q3 2026, selling an estimated $1.76K and leaving 6,630 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #292.

Acropolis Investment Management first reported a position in SCHB in Q1 2019 and has held it in 13 quarters since. The position peaked at $203K in Q4 2025. 54 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Acropolis Investment Management held 6,630 shares of Schwab US Broad Market ETF worth $194K as of Q3 2026.
  • Acropolis Investment Management sold 60 Schwab US Broad Market ETF shares in Q3 2026, an estimated $1.76K.
  • Schwab US Broad Market ETF made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #292 holding.
  • Acropolis Investment Management first reported a position in Schwab US Broad Market ETF in Q1 2019 and has held it in 13 quarters since.
  • Acropolis Investment Management's Schwab US Broad Market ETF position peaked at $203K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

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