AIM
SCHW

Acropolis Investment Management’s Charles Schwab SCHW Stock Holding History

Acropolis Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$398K Sell
4,313
-153
-3% -$14K 0.02% 210
2026
Q1 		$420K Hold
4,466
– – 0.02% 198
2025
Q4 		$446K Hold
4,466
– – 0.02% 186
2025
Q3 		$407K Buy
+4,466
New +$424K 0.02% 190
2025
Q2 		– Sell
-1,799
Closed -$141K – 290
2025
Q1 		$141K Buy
1,799
+18
+1% +$1.41K 0.01% 264
2024
Q4 		$132K Hold
1,781
– – 0.01% 280
2024
Q3 		$115K Sell
1,781
-2
-0.1% -$131 0.01% 284
2024
Q2 		$131K Sell
1,783
-134
-7% -$9.9K 0.01% 260
2024
Q1 		$139K Hold
1,917
– – 0.01% 248
2023
Q4 		$132K Buy
1,917
+2
+0.1% +$116 0.01% 256
2023
Q3 		$105K Sell
1,915
-314
-14% -$19K 0.01% 271
2023
Q2 		$126K Sell
2,229
-801
-26% -$42K 0.01% 241
2023
Q1 		$159K Buy
3,030
+70
+2% +$5.13K 0.01% 218
2022
Q4 		$246K Buy
2,960
+23
+0.8% +$1.78K 0.02% 178
2022
Q3 		$211K Hold
2,937
– – 0.02% 182
2022
Q2 		$186K Sell
2,937
-54
-2% -$3.72K 0.02% 186
2022
Q1 		$252K Buy
2,991
+354
+13% +$31.1K 0.02% 165
2021
Q4 		$222K Hold
2,637
– – 0.02% 180
2021
Q3 		$189K Buy
2,637
+290
+12% +$20.7K 0.02% 183
2021
Q2 		$171K Hold
2,347
– – 0.02% 196
2021
Q1 		$153K Hold
2,347
– – 0.02% 193
2020
Q4 		$124K Buy
+2,347
New +$106K 0.01% 201
2020
Q1 		– Sell
-2,247
Closed -$107K – 193
2019
Q4 		$107K Buy
+2,247
New +$99K 0.01% 166
2018
Q4 		– Sell
-2,437
Closed -$120K – 148
2018
Q3 		$120K Buy
2,437
+190
+8% +$9.7K 0.02% 131
2018
Q2 		$115K Buy
+2,247
New +$124K 0.02% 134

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Acropolis Investment Management reduced its Charles Schwab (SCHW) stake by 3.4% in Q2 2026, selling an estimated $14K and leaving 4,313 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #210.

Acropolis Investment Management first reported a position in SCHW in Q2 2018 and has held it in 25 quarters since. The position peaked at $446K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Acropolis Investment Management held 4,313 shares of Charles Schwab worth $398K as of Q2 2026.
  • Acropolis Investment Management sold 153 Charles Schwab shares in Q2 2026, an estimated $14K.
  • Charles Schwab made up 0.02% of Acropolis Investment Management's portfolio in Q2 2026, its #210 holding.
  • Acropolis Investment Management first reported a position in Charles Schwab in Q2 2018 and has held it in 25 quarters since.
  • Acropolis Investment Management's Charles Schwab position peaked at $446K in Q4 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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