Sims Investment Management, LLC Schwab Strategic Tr Us Small C Transaction History
Sims Investment Management, LLC
- $177 Billion
- Q4 2024
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 1,413,610 shares of SCHA stock, worth $38.1 Million. This represents 20.67% of its overall portfolio holdings.
Number of Shares
1,413,610Holding current value
$38.1 Million% of portfolio
20.67%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,171Shares Held
195MCall Options Held
55.6KPut Options Held
7.8K-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$683 Million2.22% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$596 Million0.1% of portfolio
-
Personal Capital Advisors Corp10.5MShares$283 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$197 Million0.5% of portfolio
-
Advisory Alpha, LLC4.23MShares$114 Million3.94% of portfolio