SIM
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Sims Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sims Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16.6M Buy
625,972
+3,173
+0.5% +$84.1K 6.67% 4
2025
Q1 		$17.4M Buy
622,799
+225,930
+57% +$6.32M 7.78% 3
2024
Q4 		$10.8M Buy
+396,869
New +$10.8M 6.13% 5