AIM
Acropolis Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
9,491
-968
| -9% | -$25.7K | 0.01% | 214 |
|
|
2025
Q1 | $292K | Hold |
10,459
| – | – | 0.02% | 190 |
|
|
2024
Q4 | $286K | Buy |
10,459
+7,089
| +210% | +$194K | 0.02% | 195 |
|
|
2024
Q3 | $285K | Hold |
3,370
| – | – | 0.02% | 196 |
|
|
2024
Q2 | $262K | Hold |
3,370
| – | – | 0.02% | 197 |
|
|
2024
Q1 | $272K | Sell |
3,370
-40
| -1% | -$3.23K | 0.02% | 194 |
|
|
2023
Q4 | $260K | Sell |
3,410
-825
| -19% | -$62.8K | 0.02% | 195 |
|
|
2023
Q3 | $300K | Sell |
4,235
-335
| -7% | -$23.7K | 0.02% | 177 |
|
|
2023
Q2 | $332K | Sell |
4,570
-70
| -2% | -$5.08K | 0.03% | 165 |
|
|
2023
Q1 | $339K | Hold |
4,640
| – | – | 0.03% | 167 |
|
|
2022
Q4 | $351K | Hold |
4,640
| – | – | 0.03% | 158 |
|
|
2022
Q3 | $308K | Buy |
4,640
+425
| +10% | +$28.2K | 0.03% | 156 |
|
|
2022
Q2 | $302K | Buy |
4,215
+239
| +6% | +$17.1K | 0.03% | 159 |
|
|
2022
Q1 | $314K | Hold |
3,976
| – | – | 0.03% | 154 |
|
|
2021
Q4 | $321K | Sell |
3,976
-17
| -0.4% | -$1.37K | 0.03% | 153 |
|
|
2021
Q3 | $282K | Buy |
3,993
+637
| +19% | +$45K | 0.03% | 151 |
|
|
2021
Q2 | $254K | Buy |
+3,356
| New | +$254K | 0.02% | 161 |
|