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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18M	Buy	568,963 +11,155	+2%	+$354K	5.58%	5
2026 Q1	$17.1M	Sell	557,808 -61,850	-10%	-$1.88M	6.29%	4
2025 Q4	$17M	Sell	619,658 -5,135	-0.8%	-$140K	6.01%	4
2025 Q3	$17.1M	Sell	624,793 -1,179	-0.2%	-$32.2K	6.17%	4
2025 Q2	$16.6M	Buy	625,972 +3,173	+0.5%	+$82.9K	6.67%	4
2025 Q1	$17.4M	Buy	622,799 +225,930	+57%	+$6.3M	7.78%	3
2024 Q4	$10.8M	Buy	+396,869	New	+$11.3M	6.13%	5

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Sims Investment Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 2% in Q2 2026, buying an estimated $354K and bringing the position to 568,963 shares worth $18M. The position accounts for 5.58% of the portfolio, ranked #5.

Sims Investment Management first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,143 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Sims Investment Management held 568,963 shares of Schwab US Dividend Equity ETF worth $18M as of Q2 2026.
Sims Investment Management bought 11,155 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $354K.
Schwab US Dividend Equity ETF made up 5.58% of Sims Investment Management's portfolio in Q2 2026, its #5 holding.
Sims Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,143 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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