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
Q3 		$450K Buy
4,599
+286
+7% +$30.1K 0.02% 195
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

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

Acropolis Investment Management increased its Charles Schwab (SCHW) stake by 6.6% in Q3 2026, buying an estimated $30.1K and bringing the position to 4,599 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #195.

Acropolis Investment Management first reported a position in SCHW in Q2 2018 and has held it in 26 quarters since. 100 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

  • Acropolis Investment Management held 4,599 shares of Charles Schwab worth $450K as of Q3 2026.
  • Acropolis Investment Management bought 286 Charles Schwab shares in Q3 2026, an estimated $30.1K.
  • Charles Schwab made up 0.02% of Acropolis Investment Management's portfolio in Q3 2026, its #195 holding.
  • Acropolis Investment Management first reported a position in Charles Schwab in Q2 2018 and has held it in 26 quarters since.
  • 100 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

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