Sims Investment Management, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Sims Investment Management, LLC holds 1,811,711 shares of SCHA stock, worth $41.4 Million. This represents 18.97% of its overall portfolio holdings.

Number of Shares
1,811,711
Previous 1,413,610 28.16%
Holding current value
$41.4 Million
Previous $36.6 Billion 16.12%
% of portfolio
18.97%
Previous 20.67%

Shares

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

Apr 24, 2025
BUY
$23.16 - $27.04 $9.22 Million - $10.8 Million
398,101 Added 28.16%
1,811,711 $42.4 Billion
Q4 2024

Feb 05, 2025
BUY
$25.33 - $51.16 $35.8 Million - $72.3 Million
1,413,610 New
1,413,610 $36.6 Billion

Others Institutions Holding SCHA

# of Institutions
1,260
Shares Held
244M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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