Acropolis Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Acropolis Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$438K	Sell	13,463 -482	-3%	-$16.3K	0.02%	199
2026 Q2	$442K	Sell	13,945 -388	-3%	-$12.3K	0.02%	198
2026 Q1	$440K	Hold	14,333	–	–	0.02%	192
2025 Q4	$393K	Hold	14,333	–	–	0.02%	202
2025 Q3	$380K	Buy	14,333 +4,842	+51%	+$132K	0.02%	199
2025 Q2	$252K	Sell	9,491 -968	-9%	-$25.3K	0.01%	214
2025 Q1	$292K	Hold	10,459	–	–	0.02%	190
2024 Q4	$286K	Buy	10,459 +349	+3%	+$9.92K	0.02%	195
2024 Q3	$285K	Hold	10,110	–	–	0.02%	196
2024 Q2	$262K	Hold	10,110	–	–	0.02%	197
2024 Q1	$272K	Sell	10,110 -120	-1%	-$3.1K	0.02%	194
2023 Q4	$260K	Sell	10,230 -2,475	-19%	-$59K	0.02%	195
2023 Q3	$300K	Sell	12,705 -1,005	-7%	-$24.7K	0.02%	177
2023 Q2	$332K	Sell	13,710 -210	-2%	-$5.02K	0.03%	165
2023 Q1	$339K	Hold	13,920	–	–	0.03%	167
2022 Q4	$351K	Hold	13,920	–	–	0.03%	158
2022 Q3	$308K	Buy	13,920 +1,275	+10%	+$31K	0.03%	156
2022 Q2	$302K	Buy	12,645 +717	+6%	+$18.2K	0.03%	159
2022 Q1	$314K	Hold	11,928	–	–	0.03%	154
2021 Q4	$321K	Sell	11,928 -51	-0.4%	-$1.32K	0.03%	153
2021 Q3	$282K	Buy	11,979 +1,911	+19%	+$48.6K	0.03%	151
2021 Q2	$254K	Buy	+10,068	New	+$254K	0.02%	161

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

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

Acropolis Investment Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 3.5% in Q3 2026, selling an estimated $16.3K and leaving 13,463 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #199.

Acropolis Investment Management first reported a position in SCHD in Q2 2021 and has held it in 22 quarters since. The position peaked at $442K in Q2 2026. 100 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Acropolis Investment Management held 13,463 shares of Schwab US Dividend Equity ETF worth $438K as of Q3 2026.
Acropolis Investment Management sold 482 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $16.3K.
Schwab US Dividend Equity ETF made up 0.02% of Acropolis Investment Management's portfolio in Q3 2026, its #199 holding.
Acropolis Investment Management first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 22 quarters since.
Acropolis Investment Management's Schwab US Dividend Equity ETF position peaked at $442K in Q2 2026.
100 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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