Jim Simons
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Jim Simons’s Schwab US Large- Cap ETF SCHX Stock Holding History

Jim Simons’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.19M Sell
85,300
-300,600
-78% -$8.06M ﹤0.01% 1851
2025
Q4 		$10.4M Buy
+385,900
New +$10.3M 0.02% 900
2025
Q3 		– Sell
-100,100
Closed -$2.45M – 3850
2025
Q2 		$2.45M Buy
+100,100
New +$2.26M ﹤0.01% 1986
2025
Q1 		– Sell
-44,500
Closed -$1.03M – 3791
2024
Q4 		$1.03M Buy
+44,500
New +$1.04M ﹤0.01% 2484
2024
Q3 		– Sell
-47,100
Closed -$1.01M – 3838
2024
Q2 		$1.01M Buy
+47,100
New +$973K ﹤0.01% 2313
2023
Q3 		– Sell
-51,900
Closed -$906K – 4048
2023
Q2 		$906K Buy
+51,900
New +$857K ﹤0.01% 2529
2022
Q4 		– Sell
-63,900
Closed -$902K – 4369
2022
Q3 		$902K Buy
+63,900
New +$1M ﹤0.01% 2561
2022
Q1 		– Sell
-103,200
Closed -$1.96M – 4417
2021
Q4 		$1.96M Sell
103,200
-43,800
-30% -$809K ﹤0.01% 2168
2021
Q3 		$2.55M Buy
147,000
+68,400
+87% +$1.22M ﹤0.01% 1906
2021
Q2 		$1.36M Buy
+78,600
New +$1.33M ﹤0.01% 2499
2020
Q4 		– Sell
-66,600
Closed -$895K – 3679
2020
Q3 		$895K Sell
66,600
-71,400
-52% -$949K ﹤0.01% 2576
2020
Q2 		$1.7M Buy
138,000
+55,200
+67% +$643K ﹤0.01% 2260
2020
Q1 		$845K Buy
82,800
+30,600
+59% +$372K ﹤0.01% 2508
2019
Q4 		$668K Buy
+52,200
New +$640K ﹤0.01% 2795
2018
Q3 		– Sell
-27,600
Closed -$299K – 3537
2018
Q2 		$299K Buy
+27,600
New +$298K ﹤0.01% 2961

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jim Simons's SCHX Position: Q1 2026 in Review

Jim Simons reduced its Schwab US Large- Cap ETF (SCHX) stake by 78% in Q1 2026, selling an estimated $8.06M and leaving 85,300 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Jim Simons first reported a position in SCHX in Q2 2018 and has held it in 15 quarters since. The position peaked at $10.4M in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Jim Simons held 85,300 shares of Schwab US Large- Cap ETF worth $2.19M as of Q1 2026.
  • Jim Simons sold 300,600 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $8.06M.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1851 holding.
  • Jim Simons first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 15 quarters since.
  • Jim Simons's Schwab US Large- Cap ETF position peaked at $10.4M in Q4 2025.
  • 1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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