Acropolis Investment Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1318601 ST. LOUIS, MO

Position in SCHW

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$397,960

-$21,754 QoQ

Shares Held

4,313

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,604

of 2,303 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Acropolis Investment Management, LLC holds $4,899,872 across 4 Capital Markets names. SCHW ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	17,770	$3,714,640
2	GS	Goldman Sachs Group Inc	631	$638,174
3	SCHW	Schwab Charles Corp This page	4,313	$397,960
4	SF	Stifel Financial Corp	2,137	$149,098

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$397,960	4,313	-3.4%	Shares	Sole	2026-07-16
2026-03-31	$419,714	4,466	0.0%	Shares	Sole	2026-04-09
2025-12-31	$446,198	4,466	0.0%	Shares	Sole	2026-01-14
2025-09-30	$426,369	4,466	+148.2%	Shares	Sole	2025-10-07
2025-03-31	$140,825	1,799	+1.0%	Shares	Sole	2025-04-17
2024-12-31	$131,811	1,781	0.0%	Shares	Sole	2025-01-14
2024-09-30	$115,426	1,781	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$131,389	1,783	-7.0%	Shares	Sole	2024-07-16
2024-03-31	$138,675	1,917	0.0%	Shares	Sole	2024-04-17
2023-12-31	$131,889	1,917	+0.1%	Shares	Sole	2024-01-16
2023-09-30	$105,133	1,915	-14.1%	Shares	Sole	2023-10-11
2023-06-30	$126,339	2,229	-26.4%	Shares	Sole	2023-07-13
2023-03-31	$158,711	3,030	+2.4%	Shares	Sole	2023-04-11
2022-12-31	$246,449	2,960	+0.8%	Shares	Sole	2023-01-11
2022-09-30	$211,082	2,937	0.0%	Shares	Sole	2022-10-12
2022-06-30	$185,559	2,937	-1.8%	Shares	Sole	2022-07-15
2022-03-31	$252,171	2,991	+13.4%	Shares	Sole	2022-04-08
2021-12-31	$221,771	2,637	0.0%	Shares	Sole	2022-01-14
2021-09-30	$192,079	2,637	+12.4%	Shares	Sole	2021-10-12
2021-06-30	$170,885	2,347	0.0%	Shares	Sole	2021-07-16
2021-03-31	$152,977	2,347	0.0%	Shares	Sole	2021-04-12
2020-12-31	$124,484	2,347	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.