Sims Investment Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Sims Investment Management, LLC

  • $276 Billion
  • Q3 2025

A detailed history of Sims Investment Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sims Investment Management, LLC holds 624,793 shares of SCHD stock, worth $17 Million. This represents 6.17% of its overall portfolio holdings.

Number of Shares
624,793
Previous 625,972 0.19%
Holding current value
$17 Million
Previous $16.6 Billion 2.82%
% of portfolio
6.17%
Previous 6.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$26.38 - $27.95 $31,102 - $32,953
-1,179 Reduced 0.19%
624,793 $17.1 Billion
Q2 2025

Jul 29, 2025
BUY
$24.32 - $27.87 $77,167 - $88,431
3,173 Added 0.51%
625,972 $16.6 Billion
Q1 2025

Apr 24, 2025
BUY
$27.01 - $28.54 $6.1 Million - $6.45 Million
225,930 Added 56.93%
622,799 $17.4 Billion
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $10.7 Million - $33.7 Million
396,869 New
396,869 $10.8 Billion

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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