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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$688K Hold
24,525
– – 0.28% 24
2025
Q1 		$643K Buy
+24,525
New +$643K 0.29% 28