Sims Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sims Investment Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$46.5M	Buy
2025 Q1	$42.4M	Buy
2024 Q4	$36.6M	Buy