Ownership history in SIMS INVESTMENT MANAGEMENT, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which SIMS INVESTMENT MANAGEMENT, LLC reported a position in SCHWAB US LARGE CAP ETF (SCHX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 3,420,432 | +57,063 | +1.7% | 32.53% | $92.0M | $26.91 |
| 2025 Q3 | ADDED | 3,363,369 | +83,888 | +2.6% | 32.06% | $88.6M | $26.26 |
| 2025 Q2 | ADDED | 3,279,481 | +182,846 | +5.9% | 32.23% | $80.2M | $24.30 |
| 2025 Q1 | ADDED | 3,096,635 | +932,616 | +43.1% | 30.56% | $68.4M | $21.89 |
As of 2025 Q4 — sorted by position size