Sims Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Sims Investment Management, LLC

  • $177 Billion
  • Q4 2024

A detailed history of Sims Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sims Investment Management, LLC holds 396,869 shares of SCHD stock, worth $11.1 Million. This represents 6.13% of its overall portfolio holdings.

Number of Shares
396,869
Holding current value
$11.1 Million
% of portfolio
6.13%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $10.7 Million - $33.7 Million
396,869 New
396,869 $10.8 Billion

Others Institutions Holding SCHD

# of Institutions
1,845
Shares Held
469M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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