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

Sims Investment Management, LLC

  • $224 Billion
  • Q1 2025

A detailed history of Sims Investment Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sims Investment Management, LLC holds 3,096,635 shares of SCHX stock, worth $73.1 Million. This represents 30.56% of its overall portfolio holdings.

Number of Shares
3,096,635
Previous 2,164,019 43.1%
Holding current value
$73.1 Million
Previous $50.2 Billion 36.31%
% of portfolio
30.56%
Previous 28.36%

Shares

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

Apr 24, 2025
BUY
$21.75 - $24.28 $20.3 Million - $22.6 Million
932,616 Added 43.1%
3,096,635 $68.4 Billion
Q4 2024

Feb 05, 2025
BUY
$22.4 - $68.28 $48.5 Million - $148 Million
2,164,019 New
2,164,019 $50.2 Billion

Others Institutions Holding SCHX

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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