SIM
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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
2026
Q3 		$56.6M Buy
1,735,410
+957
+0.1% +$32.7K 17.68% 2
2026
Q2 		$62.7M Sell
1,734,453
-316
-0% -$10.4K 19.38% 2
2026
Q1 		$50.4M Sell
1,734,769
-96,590
-5% -$2.9M 18.54% 2
2025
Q4 		$52.2M Sell
1,831,359
-26,596
-1% -$751K 18.43% 2
2025
Q3 		$51.8M Buy
1,857,955
+19,759
+1% +$528K 18.76% 2
2025
Q2 		$46.5M Buy
1,838,196
+26,485
+1% +$626K 18.7% 2
2025
Q1 		$42.4M Buy
1,811,711
+398,101
+28% +$10.1M 18.97% 2
2024
Q4 		$36.6M Buy
+1,413,610
New +$37.6M 20.67% 2

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Sims Investment Management's SCHA Position: Q3 2026 in Review

Sims Investment Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.06% in Q3 2026, buying an estimated $32.7K and bringing the position to 1,735,410 shares worth $56.6M. The position accounts for 17.68% of the portfolio, ranked #2.

Sims Investment Management first reported a position in SCHA in Q4 2024 and has held it in 8 quarters since. The position peaked at $62.7M in Q2 2026. 192 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Sims Investment Management held 1,735,410 shares of Schwab U.S Small- Cap ETF worth $56.6M as of Q3 2026.
  • Sims Investment Management bought 957 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $32.7K.
  • Schwab U.S Small- Cap ETF made up 17.68% of Sims Investment Management's portfolio in Q3 2026, its #2 holding.
  • Sims Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • Sims Investment Management's Schwab U.S Small- Cap ETF position peaked at $62.7M in Q2 2026.
  • 192 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.