AIM
SCHR

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
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

CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return

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

Acropolis Investment Management held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 8,344 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #285.

Acropolis Investment Management first reported a position in SCHR in Q4 2022 and has held it in 15 quarters since. The position peaked at $537K in Q1 2023. 116 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Acropolis Investment Management held 8,344 shares of Schwab Intermediately-Term US Treasury ETF worth $206K as of Q2 2026.
  • Acropolis Investment Management left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Acropolis Investment Management's portfolio in Q2 2026, its #285 holding.
  • Acropolis Investment Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Acropolis Investment Management's Schwab Intermediately-Term US Treasury ETF position peaked at $537K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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