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SIMS INVESTMENT MANAGEMENT, LLC: SCHO position timeline

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

SIMS INVESTMENT MANAGEMENT, LLC held 471,683 SCHO 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 471,683 shares
    Change vs previous 13F +16,145 shares

    3.51% of the 13F portfolio, value $11,254,361.

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

  2. period ended2026-06-30
    13F 455,538 shares
    Change vs previous 13F +32,913 shares

    3.4% of the 13F portfolio, value $10,996,682.

    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 422,625 shares
    Change vs previous 13F +11,782 shares

    3.77% of the 13F portfolio, value $10,257,116.

    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 410,843 shares
    Change vs previous 13F +4,905 shares

    3.54% of the 13F portfolio, value $10,012,234.

    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 405,938 shares
    Change vs previous 13F +42,267 shares

    3.58% of the 13F portfolio, value $9,904,879.

    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 363,671 shares
    Change vs previous 13F -23,887 shares

    3.57% of the 13F portfolio, value $8,866,308.

    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 387,558 shares
    Change vs previous 13F +34,681 shares

    4.22% of the 13F portfolio, value $9,433,154.

    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 352,877 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $8,490,218.

    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).