SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 24,180 Value ($000) $727 Avg Close — Range —
Q3 2025
Shares 24,225 Value ($000) $718 Avg Close — Range —
Q2 2025
Shares 24,525 Value ($000) $688 Avg Close — Range —
Q1 2025
Shares 24,525 Value ($000) $643 Avg Close — Range —