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SIMS INVESTMENT MANAGEMENT, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIMS INVESTMENT MANAGEMENT, LLC on SCHD, newest first. How the timeline and the estimate are built.

SIMS INVESTMENT MANAGEMENT, LLC held 582,002 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 582,002 shares
    Change vs previous 13F +13,039 shares

    5.91% of the 13F portfolio, value $18,932,534.

    13F-HR 0002053807-26-000007 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 568,963 shares
    Change vs previous 13F +11,155 shares

    5.58% of the 13F portfolio, value $18,041,810.

    13F-HR 0002053807-26-000005 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 557,808 shares
    Change vs previous 13F -61,850 shares

    6.29% of the 13F portfolio, value $17,113,563.

    13F-HR 0002053807-26-000004 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 619,658 shares
    Change vs previous 13F -5,135 shares

    6.01% of the 13F portfolio, value $16,997,215.

    13F-HR 0002053807-26-000001 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F/A 624,793 shares
    Change vs previous 13F -1,179 shares

    6.17% of the 13F portfolio, value $17,056,863.

    13F-HR/A 0002053807-26-000002 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 625,972 shares
    Change vs previous 13F +3,173 shares

    6.67% of the 13F portfolio, value $16,588,265.

    13F-HR 0002053807-25-000004 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 622,799 shares
    Change vs previous 13F +225,930 shares

    7.78% of the 13F portfolio, value $17,413,448.

    13F-HR 0002053807-25-000002 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 396,869 shares
    Change vs previous 13F not available

    6.13% of the 13F portfolio, value $10,842,449.

    13F-HR 0002053807-25-000001 filed by SIMS INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).