Sims Investment Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Sims Investment Management, LLC
- $224 Billion
- Q1 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 $671,494. This represents 0.29% of its overall portfolio holdings.
Number of Shares
24,525Holding current value
$671,494% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.61 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$792 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$275 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$243 Million3.25% of portfolio
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Northwestern Mutual Wealth Management CO8.2MShares$225 Million0.18% of portfolio