Acropolis Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $407K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $141K | Buy |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $115K | Sell |
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|
2024
Q2 | $131K | Sell |
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|
2024
Q1 | $139K | Hold |
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|
2023
Q4 | $132K | Buy |
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|
2023
Q3 | $105K | Sell |
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|
2023
Q2 | $126K | Sell |
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|
2023
Q1 | $159K | Buy |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $186K | Sell |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $189K | Buy |
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|
2021
Q2 | $171K | Hold |
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|
2021
Q1 | $153K | Hold |
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|
2020
Q4 | $124K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $107K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $120K | Buy |
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|
2018
Q2 | $115K | Buy |
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