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

Sims Investment Management, LLC

  • $283 Billion
  • Q4 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 1,831,359 shares of SCHA stock, worth $50.2 Million. This represents 18.43% of its overall portfolio holdings.

Number of Shares
1,831,359
Previous 1,857,955 1.43%
Holding current value
$50.2 Million
Previous $51.8 Billion 0.62%
% of portfolio
18.43%
Previous 18.76%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$27.17 - $28.65 $722,613 - $761,975
-26,596 Reduced 1.43%
1,831,359 $52.2 Billion
Q3 2025

Oct 21, 2025
BUY
$25.29 - $28.33 $499,705 - $559,772
19,759 Added 1.07%
1,857,955 $51.8 Billion
Q2 2025

Jul 29, 2025
BUY
$20.42 - $25.3 $540,823 - $670,070
26,485 Added 1.46%
1,838,196 $46.5 Billion
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
1,332
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Sims Investment Management, LLC Portfolio

Follow Sims Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sims Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sims Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email