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

Westside Investment Management, Inc.

$475 Billion
Q4 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 2,248 shares of SCHA stock, worth $60,044. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,248

Previous 1,124 100.0%

Holding current value

$60,044

Previous $57.9 Million 0.43%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.33 - $51.16 $28,470 - $57,503	1,124 Added 100.0%	2,248 $58.1 Million
Q3 2024 Nov 20, 2024	BUY	$46.9 - $51.96 $34,330 - $38,034	732 Added 186.73%	1,124 $57.9 Million
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

1,165

Shares Held

187M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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