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

Sims Investment Management, LLC

  • $276 Billion
  • Q3 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 405,938 shares of SCHO stock, worth $9.91 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
405,938
Previous 363,671 11.62%
Holding current value
$9.91 Million
Previous $8.87 Billion 11.71%
% of portfolio
3.58%
Previous 3.57%

Shares

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

Oct 21, 2025
BUY
$24.23 - $24.42 $1.02 Million - $1.03 Million
42,267 Added 11.62%
405,938 $9.9 Billion
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
710
Shares Held
320M
Call Options Held
98.6K
Put Options Held
70.3K
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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