SIMA Wealth Partners’s Charles Schwab SCHW Stock Holding History

SIMA Wealth Partners’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
2025 Q1	–	Sell	-51	Closed	-$3.8K	–	189
2024 Q4	$3.8K	Buy	+51	New	+$3.82K	﹤0.01%	158

Other funds holding SCHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

SIMA Wealth Partners's SCHW Position: Q1 2025 in Review

SIMA Wealth Partners sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 51 shares — an estimated $3.8K sold.

SIMA Wealth Partners first reported a position in SCHW in Q4 2024 and held it in 1 quarter. The position peaked at $3.8K in Q4 2024. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

SIMA Wealth Partners reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
SIMA Wealth Partners sold 51 Charles Schwab shares in Q1 2025, an estimated $3.8K.
SIMA Wealth Partners first reported a position in Charles Schwab in Q4 2024 and held it in 1 quarter.
SIMA Wealth Partners's Charles Schwab position peaked at $3.8K in Q4 2024.
2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on SIMA Wealth Partners's 13F filing for Q1 2025, filed 15 Jun 2026.