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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sims Investment Management's SCHA Position: Q2 2026 in Review

Sims Investment Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.02% in Q2 2026, selling an estimated $10.4K and leaving 1,734,453 shares worth $62.7M. The position accounts for 19.38% of the portfolio, ranked #2.

Sims Investment Management first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sims Investment Management held 1,734,453 shares of Schwab U.S Small- Cap ETF worth $62.7M as of Q2 2026.
  • Sims Investment Management sold 316 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $10.4K.
  • Schwab U.S Small- Cap ETF made up 19.38% of Sims Investment Management's portfolio in Q2 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 7 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.