Westside Investment Management, Inc. Schwab Strategic Tr Us Emergin Transaction History
Westside Investment Management, Inc.
- $475 Billion
- Q4 2024
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 $8,911. This represents 0.0% of its overall portfolio holdings.
Number of Shares
323
Previous 323
-0.0%
Holding current value
$8,911
Previous $9.43 Million
8.73%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHE
# of Institutions
830Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$564 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$516 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$231 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$96 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$65.5 Million0.14% of portfolio