SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 1,831,359 Value ($000) $52,157 Avg Close — Range —
Q3 2025
Shares 1,857,955 Value ($000) $51,837 Avg Close — Range —
Q2 2025
Shares 1,838,196 Value ($000) $46,506 Avg Close — Range —
Q1 2025
Shares 1,811,711 Value ($000) $42,448 Avg Close — Range —
Q4 2024
Shares 1,413,610 Value ($000) $36,556 Avg Close — Range —