SIMS INVESTMENT MANAGEMENT, LLC SCHA Holdings History
SIMS INVESTMENT MANAGEMENT, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, SIMS INVESTMENT MANAGEMENT, LLC held 1.81 Mil shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $42.45 Mil. This investment constitutes 18.97% of their stock portfolio, and SIMS INVESTMENT MANAGEMENT, LLC now holds 0.26% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2024Q4. And since then SIMS INVESTMENT MANAGEMENT, LLC has made 1 purchases of SCHA, at an average price of $26.38, for a total of 1.81 Mil shares. Based on historical transaction data and SCHA's current price of $26.20, SIMS INVESTMENT MANAGEMENT, LLC's estimated gain on his SCHA holdings is $-325,200.59, reflecting a -0.68% gain to date.
SIMS INVESTMENT MANAGEMENT, LLC SCHA ($26.20) Holding Chart
SIMS INVESTMENT MANAGEMENT, LLC SCHA ($26.20) 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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