SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 410,843 Value ($000) $10,012 Avg Close — Range —
Q3 2025
Shares 405,938 Value ($000) $9,905 Avg Close — Range —
Q2 2025
Shares 363,671 Value ($000) $8,866 Avg Close — Range —
Q1 2025
Shares 387,558 Value ($000) $9,433 Avg Close — Range —
Q4 2024
Shares 352,877 Value ($000) $8,490 Avg Close — Range —