Westside Investment Management, Inc. Schwab Strategic Tr Us Small C Transaction History
Westside Investment Management, Inc.
- $417 Billion
- Q1 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 196 shares of SCHA stock, worth $9,300. This represents 0.0% of its overall portfolio holdings.
Number of Shares
196
Previous 196
-0.0%
Holding current value
$9,300
Previous $9.26 Million
4.23%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHA
# of Institutions
1,102Shares Held
225MCall Options Held
56KPut Options Held
25.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA76.4MShares$3.62 Billion5.17% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$1.01 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$559 Million2.17% of portfolio
-
Personal Capital Advisors Corp10.5MShares$499 Million2.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA8.61MShares$409 Million0.1% of portfolio