SIM
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Sims Investment Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sims Investment Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-838
Closed -$29.2K – 147
2026
Q2 		$29.2K Buy
+838
New +$27.6K 0.01% 75

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CFG
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VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

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

Sims Investment Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2026, closing a stake of 838 shares — an estimated $29.2K sold.

Sims Investment Management first reported a position in SCHV in Q2 2026 and held it in 1 quarter. The position peaked at $29.2K in Q2 2026. 93 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

  • Sims Investment Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 838 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $29.2K.
  • Sims Investment Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's Schwab US Large-Cap Value ETF position peaked at $29.2K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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