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Schwab Strategic Tr cmn shares owned by Sims Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sims Investment Management from 13F filings

Historical chart of Sims Investment Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by Sims Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $29k 838 34.80

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)
John Hancock Exchange Traded Multifactr Sml (JHSC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Fds S&p 500 Covered (XYLD)
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)
Vaneck Etf Trust Semiconductr Etf (SMH)
Vanguard Index Fds Value Etf (VTV)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Uber Technologies (UBER)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Sims Investment Management

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Honkamp Krueger Financial Services
Mather Group
Mariner Wealth Advisors
Advisor Group Holdings
Vantagepoint Investment Advisers
Savant Capital Management
Moneta Group Investment Advisors
Beacon Pointe Advisors
Betterment
Wealth Enhancement Advisory Services
LPL Financial
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn