Acropolis Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $586K | Hold |
23,990
| – | – | 0.03% | 143 |
|
2025
Q1 | $530K | Hold |
23,990
| – | – | 0.03% | 146 |
|
2024
Q4 | $556K | Sell |
23,990
-1
| -0% | -$23 | 0.03% | 145 |
|
2024
Q3 | $543K | Buy |
23,991
+4,530
| +23% | +$102K | 0.03% | 143 |
|
2024
Q2 | $417K | Hold |
19,461
| – | – | 0.03% | 153 |
|
2024
Q1 | $403K | Hold |
19,461
| – | – | 0.03% | 157 |
|
2023
Q4 | $366K | Hold |
19,461
| – | – | 0.03% | 163 |
|
2023
Q3 | $328K | Hold |
19,461
| – | – | 0.03% | 171 |
|
2023
Q2 | $340K | Hold |
19,461
| – | – | 0.03% | 164 |
|
2023
Q1 | $314K | Sell |
19,461
-1,230
| -6% | -$19.8K | 0.03% | 169 |
|
2022
Q4 | $311K | Sell |
20,691
-13,350
| -39% | -$201K | 0.03% | 163 |
|
2022
Q3 | $481K | Hold |
34,041
| – | – | 0.05% | 122 |
|
2022
Q2 | $507K | Buy |
+34,041
| New | +$507K | 0.05% | 125 |
|