Acropolis Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$394K	Sell	10,694 -3,249	-23%	-$112K	0.02%	213
2026 Q1	$432K	Sell	13,943 -1,054	-7%	-$33.6K	0.02%	194
2025 Q4	$451K	Hold	14,997	–	–	0.02%	183
2025 Q3	$421K	Hold	14,997	–	–	0.02%	186
2025 Q2	$421K	Hold	14,997	–	–	0.02%	169
2025 Q1	$393K	Hold	14,997	–	–	0.02%	168
2024 Q4	$416K	Hold	14,997	–	–	0.02%	165
2024 Q3	$415K	Hold	14,997	–	–	0.02%	159
2024 Q2	$389K	Hold	14,997	–	–	0.02%	163
2024 Q1	$407K	Hold	14,997	–	–	0.03%	155
2023 Q4	$377K	Sell	14,997 -3	-0%	-$69	0.03%	159
2023 Q3	$338K	Hold	15,000	–	–	0.03%	170
2023 Q2	$355K	Hold	15,000	–	–	0.03%	160
2023 Q1	$339K	Hold	15,000	–	–	0.03%	168
2022 Q4	$328K	Sell	15,000 -4,170	-22%	-$91.4K	0.03%	161
2022 Q3	$387K	Hold	19,170	–	–	0.04%	143
2022 Q2	$401K	Buy	19,170 +9,420	+97%	+$217K	0.04%	140
2022 Q1	$247K	Hold	9,750	–	–	0.02%	168
2021 Q4	$261K	Hold	9,750	–	–	0.02%	166
2021 Q3	$248K	Hold	9,750	–	–	0.03%	162
2021 Q2	$254K	Hold	9,750	–	–	0.02%	162
2021 Q1	$242K	Hold	9,750	–	–	0.02%	158
2020 Q4	$222K	Hold	9,750	–	–	0.02%	159
2020 Q3	$180K	Hold	9,750	–	–	0.02%	165
2020 Q2	$171K	Hold	9,750	–	–	0.02%	156
2020 Q1	$137K	Buy	+9,750	New	+$179K	0.02%	163
2015 Q2	–	Sell	-9,465	Closed	-$136K	–	144
2015 Q1	$136K	Hold	9,465	–	–	0.03%	136
2014 Q4	$128K	Hold	9,465	–	–	0.02%	135
2014 Q3	$122K	Buy	+9,465	New	+$125K	0.02%	138

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management's SCHM Position: Q2 2026 in Review

Acropolis Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 23% in Q2 2026, selling an estimated $112K and leaving 10,694 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #213.

Acropolis Investment Management first reported a position in SCHM in Q3 2014 and has held it in 29 quarters since. The position peaked at $451K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Acropolis Investment Management held 10,694 shares of Schwab US Mid-Cap ETF worth $394K as of Q2 2026.
Acropolis Investment Management sold 3,249 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $112K.
Schwab US Mid-Cap ETF made up 0.02% of Acropolis Investment Management's portfolio in Q2 2026, its #213 holding.
Acropolis Investment Management first reported a position in Schwab US Mid-Cap ETF in Q3 2014 and has held it in 29 quarters since.
Acropolis Investment Management's Schwab US Mid-Cap ETF position peaked at $451K in Q4 2025.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.