AIM
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Acropolis Investment Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Acropolis Investment Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-8,344
Closed -$206K – 396
2026
Q2 		$206K Hold
8,344
– – 0.01% 285
2026
Q1 		$208K Hold
8,344
– – 0.01% 279
2025
Q4 		$209K Hold
8,344
– – 0.01% 279
2025
Q3 		$209K Hold
8,344
– – 0.01% 253
2025
Q2 		$209K Buy
8,344
+220
+3% +$5.45K 0.01% 235
2025
Q1 		$202K Hold
8,124
– – 0.01% 226
2024
Q4 		$197K Hold
8,124
– – 0.01% 233
2024
Q3 		$206K Hold
8,124
– – 0.01% 219
2024
Q2 		$198K Hold
8,124
– – 0.01% 220
2024
Q1 		$199K Hold
8,124
– – 0.01% 223
2023
Q4 		$202K Buy
8,124
+1,440
+22% +$34.8K 0.01% 217
2023
Q3 		$160K Sell
6,684
-14,600
-69% -$355K 0.01% 229
2023
Q2 		$524K Hold
21,284
– – 0.04% 134
2023
Q1 		$537K Buy
21,284
+684
+3% +$17K 0.04% 132
2022
Q4 		$507K Buy
+20,600
New +$507K 0.05% 124

Other funds holding SCHR

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

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

Acropolis Investment Management sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026, closing a stake of 8,344 shares — an estimated $206K sold.

Acropolis Investment Management first reported a position in SCHR in Q4 2022 and held it in 15 quarters. The position peaked at $537K in Q1 2023. 21 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Acropolis Investment Management reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Acropolis Investment Management sold 8,344 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $206K.
  • Acropolis Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and held it in 15 quarters.
  • Acropolis Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $537K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

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