Sims Investment Management, LLC Schwab Short Term Us Treasury Transaction History

Sims Investment Management, LLC

  • $283 Billion
  • Q4 2025

A detailed history of Sims Investment Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Sims Investment Management, LLC holds 410,843 shares of SCHO stock, worth $10 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares
410,843
Previous 405,938 1.21%
Holding current value
$10 Million
Previous $9.9 Billion 1.08%
% of portfolio
3.54%
Previous 3.58%

Shares

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

Jan 16, 2026
BUY
$24.31 - $24.46 $119,240 - $119,976
4,905 Added 1.21%
410,843 $10 Billion
Q3 2025

Oct 21, 2025
BUY
$24.23 - $24.42 $1.02 Million - $1.03 Million
42,267 Added 11.62%
405,938 $9.9 Billion
Q2 2025

Jul 29, 2025
SELL
$24.19 - $24.45 $577,826 - $584,037
-23,887 Reduced 6.16%
363,671 $8.87 Billion
Q1 2025

Apr 24, 2025
BUY
$24.1 - $24.34 $835,812 - $844,135
34,681 Added 9.83%
387,558 $9.43 Billion
Q4 2024

Feb 05, 2025
BUY
$24.06 - $48.88 $8.49 Million - $17.2 Million
352,877 New
352,877 $8.49 Billion

Others Institutions Holding SCHO

# of Institutions
710
Shares Held
326M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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