Jim Simons
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Jim Simons’s Schwab US Broad Market ETF SCHB Stock Holding History

Jim Simons’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-143,700
Closed -$3.77M – 3634
2025
Q4 		$3.77M Buy
143,700
+133,800
+1,352% +$3.48M 0.01% 1481
2025
Q3 		$255K Sell
9,900
-67,000
-87% -$1.66M ﹤0.01% 3068
2025
Q2 		$1.83M Buy
+76,900
New +$1.69M ﹤0.01% 2161
2025
Q1 		– Sell
-97,400
Closed -$2.21M – 3788
2024
Q4 		$2.21M Buy
+97,400
New +$2.22M ﹤0.01% 1988
2024
Q3 		– Sell
-33,600
Closed -$704K – 3835
2024
Q2 		$704K Buy
+33,600
New +$681K ﹤0.01% 2523
2024
Q1 		– Sell
-116,100
Closed -$2.15M – 4021
2023
Q4 		$2.15M Buy
116,100
+90,000
+345% +$1.55M ﹤0.01% 1906
2023
Q3 		$434K Sell
26,100
-22,800
-47% -$395K ﹤0.01% 2774
2023
Q2 		$843K Buy
48,900
+24,600
+101% +$401K ﹤0.01% 2572
2023
Q1 		$388K Buy
+24,300
New +$380K ﹤0.01% 3003
2022
Q1 		– Sell
-66,000
Closed -$1.24M – 4406
2021
Q4 		$1.24M Sell
66,000
-74,400
-53% -$1.37M ﹤0.01% 2489
2021
Q3 		$2.43M Buy
140,400
+89,400
+175% +$1.59M ﹤0.01% 1946
2021
Q2 		$886K Buy
51,000
+4,800
+10% +$81.2K ﹤0.01% 2725
2021
Q1 		$745K Buy
+46,200
New +$728K ﹤0.01% 2740
2020
Q4 		– Sell
-70,200
Closed -$932K – 3676
2020
Q3 		$932K Buy
+70,200
New +$923K ﹤0.01% 2558
2020
Q2 		– Sell
-82,800
Closed -$834K – 3724
2020
Q1 		$834K Sell
82,800
-22,680
-22% -$274K ﹤0.01% 2514
2019
Q4 		$1.35M Buy
+105,480
New +$1.29M ﹤0.01% 2495
2019
Q3 		– Sell
-33,600
Closed -$395K – 3659
2019
Q2 		$395K Buy
+33,600
New +$388K ﹤0.01% 3081
2018
Q4 		– Sell
-32,802
Closed -$385K – 3580
2018
Q3 		$385K Buy
+32,802
New +$378K ﹤0.01% 2935

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Jim Simons's SCHB Position: Q1 2026 in Review

Jim Simons sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 143,700 shares — an estimated $3.77M sold.

Jim Simons first reported a position in SCHB in Q3 2018 and held it in 18 quarters. The position peaked at $3.77M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Jim Simons reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 143,700 Schwab US Broad Market ETF shares in Q1 2026, an estimated $3.77M.
  • Jim Simons first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 18 quarters.
  • Jim Simons's Schwab US Broad Market ETF position peaked at $3.77M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.