Westside Investment Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Westside Investment Management, Inc.

  • $437 Billion
  • Q2 2024

A detailed history of Westside Investment Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Westside Investment Management, Inc. holds 392 shares of SCHA stock, worth $10,830. This represents 0.0% of its overall portfolio holdings.

Number of Shares
392
Previous 196 100.0%
Holding current value
$10,830
Previous $9.65 Million 92.73%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$45.24 - $49.04 $8,867 - $9,611
196 Added 100.0%
392 $18.6 Million
Q3 2022

Nov 09, 2022
BUY
$37.65 - $45.9 $2,334 - $2,845
62 Added 46.27%
196 $7,000
Q1 2022

Apr 25, 2022
BUY
$44.42 - $51.73 $2,976 - $3,465
67 Added 100.0%
134 $0
Q1 2021

Apr 14, 2021
BUY
$43.89 - $52.63 $1,667 - $1,999
38 Added 131.03%
67 $0
Q2 2019

Jul 24, 2019
BUY
N/A
29 New
29 $2,000

Others Institutions Holding SCHA

# of Institutions
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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