SIMS INVESTMENT MANAGEMENT, LLC SCHO Holdings History
SIMS INVESTMENT MANAGEMENT, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, SIMS INVESTMENT MANAGEMENT, LLC held 387,558.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $9.43 Mil. This investment constitutes 4.22% of their stock portfolio, and SIMS INVESTMENT MANAGEMENT, LLC now holds 0.09% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2024Q4. And since then SIMS INVESTMENT MANAGEMENT, LLC has made 1 purchases of SCHO, at an average price of $24.21, for a total of 387,558.00 shares. Based on historical transaction data and SCHO's current price of $24.29, SIMS INVESTMENT MANAGEMENT, LLC's estimated gain on his SCHO holdings is $31,779.76, reflecting a 0.34% gain to date.
SIMS INVESTMENT MANAGEMENT, LLC SCHO ($24.29) Holding Chart
SIMS INVESTMENT MANAGEMENT, LLC SCHO ($24.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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