Sims Investment Management, LLC Schwab Strategic Tr Us Small C Transaction History

Sims Investment Management, LLC

  • $276 Billion
  • Q3 2025

A detailed history of Sims Investment Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sims Investment Management, LLC holds 1,857,955 shares of SCHA stock, worth $51 Million. This represents 18.76% of its overall portfolio holdings.

Number of Shares
1,857,955
Previous 1,838,196 1.07%
Holding current value
$51 Million
Previous $46.5 Billion 11.46%
% of portfolio
18.76%
Previous 18.7%

Shares

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

Oct 21, 2025
BUY
$25.29 - $28.33 $499,705 - $559,772
19,759 Added 1.07%
1,857,955 $51.8 Billion
Q2 2025

Jul 29, 2025
BUY
$20.42 - $25.3 $540,823 - $670,070
26,485 Added 1.46%
1,838,196 $46.5 Billion
Q1 2025

Apr 24, 2025
BUY
$23.16 - $27.04 $9.22 Million - $10.8 Million
398,101 Added 28.16%
1,811,711 $42.4 Billion
Q4 2024

Feb 05, 2025
BUY
$25.33 - $51.16 $35.8 Million - $72.3 Million
1,413,610 New
1,413,610 $36.6 Billion

Others Institutions Holding SCHA

# of Institutions
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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