AIM
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Acropolis Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Acropolis Investment Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$323K Hold
9,684
– – 0.01% 233
2026
Q2 		$337K Hold
9,684
– – 0.01% 227
2026
Q1 		$295K Hold
9,684
– – 0.01% 235
2025
Q4 		$287K Hold
9,684
– – 0.01% 239
2025
Q3 		$268K Hold
9,684
– – 0.01% 228
2025
Q2 		$268K Sell
9,684
-2,250
-19% -$59.1K 0.01% 207
2025
Q1 		$317K Hold
11,934
– – 0.02% 181
2024
Q4 		$311K Hold
11,934
– – 0.02% 186
2024
Q3 		$320K Hold
11,934
– – 0.02% 183
2024
Q2 		$295K Hold
11,934
– – 0.02% 183
2024
Q1 		$302K Hold
11,934
– – 0.02% 181
2023
Q4 		$279K Sell
11,934
-1,341
-10% -$29.3K 0.02% 189
2023
Q3 		$285K Hold
13,275
– – 0.02% 181
2023
Q2 		$297K Hold
13,275
– – 0.02% 171
2023
Q1 		$290K Hold
13,275
– – 0.02% 174
2022
Q4 		$292K Hold
13,275
– – 0.03% 167
2022
Q3 		$259K Hold
13,275
– – 0.03% 165
2022
Q2 		$276K Buy
+13,275
New +$298K 0.03% 165

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

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

Acropolis Investment Management held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q3 2026 at 9,684 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #233.

Acropolis Investment Management first reported a position in SCHV in Q2 2022 and has held it in 18 quarters since. The position peaked at $337K in Q2 2026. 93 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Acropolis Investment Management held 9,684 shares of Schwab US Large-Cap Value ETF worth $323K as of Q3 2026.
  • Acropolis Investment Management left its Schwab US Large-Cap Value ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #233 holding.
  • Acropolis Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Acropolis Investment Management's Schwab US Large-Cap Value ETF position peaked at $337K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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