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

Westside Investment Management, Inc.

$469 Billion
Q1 2025

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 1,469 shares of SCHD stock, worth $37,371. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,469

Previous 39 3666.67%

Holding current value

$37,371

Previous $1.07 Million 3754.93%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$27.01 - $28.54 $38,624 - $40,812	1,430 Added 3666.67%	1,469 $41.1 Million
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

1,967

Shares Held

851M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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