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

Sims Investment Management, LLC

  • $224 Billion
  • Q1 2025

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 622,799 shares of SCHD stock, worth $16.1 Million. This represents 7.78% of its overall portfolio holdings.

Number of Shares
622,799
Previous 396,869 56.93%
Holding current value
$16.1 Million
Previous $10.8 Billion 60.6%
% of portfolio
7.78%
Previous 6.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $6.1 Million - $6.45 Million
225,930 Added 56.93%
622,799 $17.4 Billion
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
1,993
Shares Held
885M
Call Options Held
4.89M
Put Options Held
2.23M
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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