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Sch Us Mid-cap Etf etf shares owned by Sims Investment Management

Quarter-by-quarter ownership of Sch Us Mid-cap Etf etf (SCHM) shares owned by Sims Investment Management from 13F filings

Historical chart of Sims Investment Management investment in Sch Us Mid-cap Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Sch Us Mid-cap Etf 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 Sch Us Mid-cap Etf etf by Sims Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $727k 24k 30.07
2025-09-30 $718k 24k 29.64
2025-06-30 $688k 25k 28.05
2025-03-31 $643k 25k 26.20

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)
Vaneck Etf Trust Semiconductr Etf (SMH)
Uber Technologies (UBER)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Tesla Motors (TSLA)

View all positions for Sims Investment Management

Top funds holding Sch Us Mid-cap Etf etf

Financial Engines Advisors L.L.C
Creative Planning
Northwestern Mutual Wealth Management Company
Moneta Group Investment Advisors
Advisory Alpha
HighTower Advisors
Wealth Enhancement Advisory Services
HPM Partners
Legacy Wealth Management
Jones Financial Companies, L.L
JMG Financial Group
Fragasso
Mariner Wealth Advisors
Thrivent Financial for Lutherans
LPL Financial

View all funds holding Sch Us Mid-cap Etf etf