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

Sims Investment Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.6M Buy
3,349,904
+43,812
+1% +$1.25M 30.48% 1
2026
Q1 		$84.8M Sell
3,306,092
-114,340
-3% -$3.07M 31.15% 1
2025
Q4 		$92M Buy
3,420,432
+57,063
+2% +$1.52M 32.53% 1
2025
Q3 		$88.6M Buy
3,363,369
+83,888
+3% +$2.13M 32.06% 1
2025
Q2 		$80.2M Buy
3,279,481
+182,846
+6% +$4.13M 32.23% 1
2025
Q1 		$68.4M Buy
3,096,635
+932,616
+43% +$21.7M 30.56% 1
2024
Q4 		$50.2M Buy
+2,164,019
New +$50.4M 28.36% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Sims Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.3% in Q2 2026, buying an estimated $1.25M and bringing the position to 3,349,904 shares worth $98.6M. The position accounts for 30.48% of the portfolio, ranked #1.

Sims Investment Management first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sims Investment Management held 3,349,904 shares of Schwab US Large- Cap ETF worth $98.6M as of Q2 2026.
  • Sims Investment Management bought 43,812 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.25M.
  • Schwab US Large- Cap ETF made up 30.48% of Sims Investment Management's portfolio in Q2 2026, its #1 holding.
  • Sims Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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