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 $33.3 Million. This represents 20.67% of its overall portfolio holdings.
Number of Shares
1,413,610Holding current value
$33.3 Million% of portfolio
20.67%Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$597 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$324 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$248 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$149 Million0.05% of portfolio