SIM
SCHG icon

Sims Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sims Investment Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-100
Closed -$3.38K – 146
2026
Q2 		$3.38K Buy
+100
New +$3.31K ﹤0.01% 131

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

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

Sims Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026, closing a stake of 100 shares — an estimated $3.38K sold.

Sims Investment Management first reported a position in SCHG in Q2 2026 and held it in 1 quarter. The position peaked at $3.38K in Q2 2026. 166 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Sims Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 100 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $3.38K.
  • Sims Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's Schwab US Large-Cap Growth ETF position peaked at $3.38K in Q2 2026.
  • 166 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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