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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$80.2M Buy
3,279,481
+182,846
+6% +$4.47M 32.23% 1
2025
Q1 		$68.4M Buy
3,096,635
+932,616
+43% +$20.6M 30.56% 1
2024
Q4 		$50.2M Buy
+2,164,019
New +$50.2M 28.36% 1