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 Q3	$101M	Buy	3,378,656 +28,752	+0.9%	+$861K	31.64%	1
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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

Sims Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.86% in Q3 2026, buying an estimated $861K and bringing the position to 3,378,656 shares worth $101M. The position accounts for 31.64% of the portfolio, ranked #1.

Sims Investment Management first reported a position in SCHX in Q4 2024 and has held it in 8 quarters since. 211 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Sims Investment Management held 3,378,656 shares of Schwab US Large- Cap ETF worth $101M as of Q3 2026.
Sims Investment Management bought 28,752 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $861K.
Schwab US Large- Cap ETF made up 31.64% of Sims Investment Management's portfolio in Q3 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 8 quarters since.
211 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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