Sims Investment Management, LLC Schwab Short Term Us Treasury Transaction History

Sims Investment Management, LLC

  • $249 Billion
  • Q2 2025

A detailed history of Sims Investment Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Sims Investment Management, LLC holds 363,671 shares of SCHO stock, worth $8.84 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares
363,671
Previous 387,558 6.16%
Holding current value
$8.84 Million
Previous $9.43 Billion 6.01%
% of portfolio
3.57%
Previous 4.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$24.19 - $24.45 $577,826 - $584,037
-23,887 Reduced 6.16%
363,671 $8.87 Billion
Q1 2025

Apr 24, 2025
BUY
$24.1 - $24.34 $835,812 - $844,135
34,681 Added 9.83%
387,558 $9.43 Billion
Q4 2024

Feb 05, 2025
BUY
$24.06 - $48.88 $8.49 Million - $17.2 Million
352,877 New
352,877 $8.49 Billion

Others Institutions Holding SCHO

# of Institutions
702
Shares Held
314M
Call Options Held
104K
Put Options Held
38.4K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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