SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 619,658 Value ($000) $16,997 Avg Close — Range —
Q3 2025
Shares 624,793 Value ($000) $17,057 Avg Close — Range —
Q2 2025
Shares 625,972 Value ($000) $16,588 Avg Close — Range —
Q1 2025
Shares 622,799 Value ($000) $17,413 Avg Close — Range —
Q4 2024
Shares 396,869 Value ($000) $10,842 Avg Close — Range —