AIM
Acropolis Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Hold |
14,997
| – | – | 0.02% | 169 |
|
|
2025
Q1 | $393K | Hold |
14,997
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $416K | Buy |
14,997
+9,998
| +200% | +$277K | 0.02% | 165 |
|
|
2024
Q3 | $415K | Hold |
4,999
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $389K | Hold |
4,999
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $407K | Hold |
4,999
| – | – | 0.03% | 155 |
|
|
2023
Q4 | $377K | Sell |
4,999
-1
| -0% | -$75 | 0.03% | 159 |
|
|
2023
Q3 | $338K | Hold |
5,000
| – | – | 0.03% | 170 |
|
|
2023
Q2 | $355K | Hold |
5,000
| – | – | 0.03% | 160 |
|
|
2023
Q1 | $339K | Hold |
5,000
| – | – | 0.03% | 168 |
|
|
2022
Q4 | $328K | Sell |
5,000
-1,390
| -22% | -$91.2K | 0.03% | 161 |
|
|
2022
Q3 | $387K | Hold |
6,390
| – | – | 0.04% | 143 |
|
|
2022
Q2 | $401K | Buy |
6,390
+3,140
| +97% | +$197K | 0.04% | 140 |
|
|
2022
Q1 | $247K | Hold |
3,250
| – | – | 0.02% | 168 |
|
|
2021
Q4 | $261K | Hold |
3,250
| – | – | 0.02% | 166 |
|
|
2021
Q3 | $248K | Hold |
3,250
| – | – | 0.03% | 162 |
|
|
2021
Q2 | $254K | Hold |
3,250
| – | – | 0.02% | 162 |
|
|
2021
Q1 | $242K | Hold |
3,250
| – | – | 0.02% | 158 |
|
|
2020
Q4 | $222K | Hold |
3,250
| – | – | 0.02% | 159 |
|
|
2020
Q3 | $180K | Hold |
3,250
| – | – | 0.02% | 165 |
|
|
2020
Q2 | $171K | Hold |
3,250
| – | – | 0.02% | 156 |
|
|
2020
Q1 | $137K | Buy |
+3,250
| New | +$137K | 0.02% | 163 |
|
|
2015
Q2 | – | Sell |
-3,155
| Closed | -$136K | – | 144 |
|
|
2015
Q1 | $136K | Hold |
3,155
| – | – | 0.03% | 136 |
|
|
2014
Q4 | $128K | Hold |
3,155
| – | – | 0.02% | 135 |
|
|
2014
Q3 | $122K | Buy |
+3,155
| New | +$122K | 0.02% | 138 |
|