Westside Investment Management, Inc. Schwab Strategic Tr Us Emergin Transaction History
Westside Investment Management, Inc.
- $539 Billion
- Q2 2025
A detailed history of Westside Investment Management, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Westside Investment Management, Inc. holds 323 shares of SCHE stock, worth $10,852. This represents 0.0% of its overall portfolio holdings.
Number of Shares
323
Previous 323
-0.0%
Holding current value
$10,852
Previous $8.91 Million
9.33%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
877Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio