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Schwab U S Small Cap ETF shares owned by Sims Investment Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Sims Investment Management from 13F filings

Historical chart of Sims Investment Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Sims Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Sims Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $52M 1.9M 27.90
2025-06-30 $47M 1.8M 25.30
2025-03-31 $42M 1.8M 23.43
2024-12-31 $37M 1.4M 25.86

More positions owned by Sims Investment Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Global X Fds Nasdaq 100 Cover (QYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Fds S&p 500 Covered (XYLD)
John Hancock Exchange Traded Multifactr Sml (JHSC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Uber Technologies (UBER)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Tesla Motors (TSLA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Sims Investment Management

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF