Westside Investment Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Westside Investment Management, Inc.
- $470 Billion
- Q3 2024
A detailed history of Westside Investment Management, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 430 shares of SCHH stock, worth $9,073. This represents 0.0% of its overall portfolio holdings.
Number of Shares
430
Previous 430
-0.0%
Holding current value
$9,073
Previous $8.59 Million
16.02%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHH
# of Institutions
533Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.12 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$582 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$542 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$159 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$147 Million0.58% of portfolio