SIMS INVESTMENT MANAGEMENT, LLC SCHX Holdings History
SIMS INVESTMENT MANAGEMENT, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, SIMS INVESTMENT MANAGEMENT, LLC held 3.10 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $68.37 Mil. This investment constitutes 30.56% of their stock portfolio, and SIMS INVESTMENT MANAGEMENT, LLC now holds 0.14% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. And since then SIMS INVESTMENT MANAGEMENT, LLC has made 1 purchases of SCHX, at an average price of $23.31, for a total of 3.10 Mil shares. Based on historical transaction data and SCHX's current price of $25.09, SIMS INVESTMENT MANAGEMENT, LLC's estimated gain on his SCHX holdings is $5.52 Mil, reflecting a 7.65% gain to date.
SIMS INVESTMENT MANAGEMENT, LLC SCHX ($25.09) Holding Chart
SIMS INVESTMENT MANAGEMENT, LLC SCHX ($25.09) 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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