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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$46.5M Buy
1,838,196
+26,485
+1% +$670K 18.7% 2
2025
Q1 		$42.4M Buy
1,811,711
+398,101
+28% +$9.33M 18.97% 2
2024
Q4 		$36.6M Buy
+1,413,610
New +$36.6M 20.67% 2