SIM
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Sims Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sims Investment Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$892K Hold
24,180
– – 0.28% 24
2026
Q1 		$749K Hold
24,180
– – 0.28% 23
2025
Q4 		$727K Sell
24,180
-45
-0.2% -$1.34K 0.26% 24
2025
Q3 		$718K Sell
24,225
-300
-1% -$8.73K 0.26% 26
2025
Q2 		$688K Hold
24,525
– – 0.28% 24
2025
Q1 		$643K Buy
+24,525
New +$683K 0.29% 28

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sims Investment Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 24,180 shares worth $892K. The position accounts for 0.28% of the portfolio, ranked #24.

Sims Investment Management first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Sims Investment Management held 24,180 shares of Schwab US Mid-Cap ETF worth $892K as of Q2 2026.
  • Sims Investment Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.28% of Sims Investment Management's portfolio in Q2 2026, its #24 holding.
  • Sims Investment Management first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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