AIM
Acropolis Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $268K | Sell |
9,684
-2,250
| -19% | -$62.3K | 0.01% | 207 |
|
2025
Q1 | $317K | Hold |
11,934
| – | – | 0.02% | 181 |
|
2024
Q4 | $311K | Buy |
11,934
+7,956
| +200% | +$207K | 0.02% | 186 |
|
2024
Q3 | $320K | Hold |
3,978
| – | – | 0.02% | 183 |
|
2024
Q2 | $295K | Hold |
3,978
| – | – | 0.02% | 183 |
|
2024
Q1 | $302K | Hold |
3,978
| – | – | 0.02% | 181 |
|
2023
Q4 | $279K | Sell |
3,978
-447
| -10% | -$31.3K | 0.02% | 189 |
|
2023
Q3 | $285K | Hold |
4,425
| – | – | 0.02% | 181 |
|
2023
Q2 | $297K | Hold |
4,425
| – | – | 0.02% | 171 |
|
2023
Q1 | $290K | Hold |
4,425
| – | – | 0.02% | 174 |
|
2022
Q4 | $292K | Hold |
4,425
| – | – | 0.03% | 167 |
|
2022
Q3 | $259K | Hold |
4,425
| – | – | 0.03% | 165 |
|
2022
Q2 | $276K | Buy |
+4,425
| New | +$276K | 0.03% | 165 |
|