SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

SIMS INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0002053807)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,420,432 Value ($000) $92,044 Avg Close — Range —
Q3 2025
Shares 3,363,369 Value ($000) $88,591 Avg Close — Range —
Q2 2025
Shares 3,279,481 Value ($000) $80,151 Avg Close — Range —
Q1 2025
Shares 3,096,635 Value ($000) $68,374 Avg Close — Range —
Q4 2024
Shares 2,164,019 Value ($000) $50,162 Avg Close — Range —