Jim Simons Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF

Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$25

Avg closing price
Price range
Jim Simons Portfolio Stock Details (SCHV)

32 Jim Simons Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF Trades

The first Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF trade was made in Q2 2018. Since then Jim Simons bought shares seventeen more times and sold shares on fourteen occasions. The investor completely sold their stake between Q4 2025 and Q2 2026.

Avg closing price
Price range
Sold -19.8k shares Q2 2026
Avg closing price $32.94
Price range $30.62 - $34.88
Sold 58.4% shares (-27.8k shares) Q1 2026
Avg closing price $31.12
Price range $29.90 - $32.24
Sold 68.0% shares (-101k shares) Q4 2025
Avg closing price $29.23
Price range $28.30 - $29.95
Increased shares by 38.9% (+41.7k shares) Q3 2025
Avg closing price $28.41
Price range $27.61 - $29.15
Increased shares by 395.8% (+85.5k shares) Q2 2025
Avg closing price $26.28
Price range $23.55 - $27.67
Sold 82.5% shares (-102k shares) Q1 2025
Avg closing price $26.84
Price range $25.77 - $27.60
Increased shares by 46.9% (+39.4k shares) Q4 2024
Avg closing price $27.00
Price range $25.95 - $28.11
Increased shares by 617.8% (+72.3k shares) Q3 2024
Avg closing price $25.69
Price range $24.48 - $26.79
Sold 93.6% shares (-170k shares) Q2 2024
Avg closing price $24.71
Price range $23.91 - $25.29
Increased shares by 168.1% (+114k shares) Q1 2024
Avg closing price $23.98
Price range $22.94 - $25.33
Increased shares by 564.7% (+57.6k shares) Q4 2023
Avg closing price $21.87
Price range $20.39 - $23.41
Sold 63.8% shares (-18k shares) Q3 2023
Avg closing price $22.46
Price range $21.48 - $23.13
New holding (+28.2k shares) Q2 2023
Avg closing price $21.83
Price range $21.11 - $22.40
Sold -10.5k shares Q1 2023
Avg closing price $22.22
Price range $20.86 - $23.10
Sold 72.7% shares (-27.9k shares) Q4 2022
Avg closing price $21.65
Price range $19.71 - $23.08
Increased shares by 56.1% (+13.8k shares) Q3 2022
Avg closing price $21.53
Price range $19.50 - $23.01
New holding (+24.6k shares) Q2 2022
Avg closing price $22.45
Price range $20.31 - $24.10
Sold -66.9k shares Q1 2022
Avg closing price $23.67
Price range $22.57 - $24.73
Increased shares by 153.4% (+40.5k shares) Q4 2021
Avg closing price $23.69
Price range $22.63 - $24.43
New holding (+26.4k shares) Q3 2021
Avg closing price $23.13
Price range $22.30 - $23.68
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