Sims Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Sims Investment Management, LLC

  • $276 Billion
  • Q3 2025

A detailed history of Sims Investment Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Sims Investment Management, LLC holds 24,225 shares of SCHM stock, worth $713,668. This represents 0.26% of its overall portfolio holdings.

Number of Shares
24,225
Previous 24,525 1.22%
Holding current value
$713,668
Previous $688 Million 4.38%
% of portfolio
0.26%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$28.15 - $30.13 $8,445 - $9,039
-300 Reduced 1.22%
24,225 $718 Million
Q1 2025

Apr 24, 2025
BUY
$25.58 - $29.24 $627,349 - $717,111
24,525 New
24,525 $643 Million

Others Institutions Holding SCHM

# of Institutions
1,043
Shares Held
281M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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