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

Sims Investment Management, LLC

  • $249 Billion
  • Q2 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 24,525 shares of SCHM stock, worth $695,283. This represents 0.28% of its overall portfolio holdings.

Number of Shares
24,525
Previous 24,525 -0.0%
Holding current value
$695,283
Previous $643 Million 7.06%
% of portfolio
0.28%
Previous 0.29%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,027
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.3K
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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