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

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Westside Investment Management, Inc. holds 39 shares of SCHD stock, worth $1,064. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39
Holding current value
$1,064
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $1,050 - $3,313
39 New
39 $1.07 Million
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $30,100 - $32,252
400 New
400 $32.3 Million
Q1 2023

May 17, 2023
SELL
$70.28 - $78.03 $9,066 - $10,065
-129 Closed
0 $0
Q2 2022

Jul 15, 2022
SELL
$70.31 - $80.24 $2,038 - $2,326
-29 Reduced 18.35%
129 $0
Q3 2021

Oct 27, 2021
BUY
$74.23 - $78.13 $9,575 - $10,078
129 Added 444.83%
158 $0
Q4 2020

Jan 15, 2021
BUY
$54.8 - $65.16 $1,589 - $1,889
29 New
29 $0

Others Institutions Holding SCHD

# of Institutions
1,948
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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