A detailed history of Westside Investment Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Westside Investment Management, Inc. holds 200 shares of SCHW stock, worth $14,968. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 225 11.11%
Holding current value
$14,968
Previous $16.6 Million 21.82%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 20, 2024

SELL
$61.74 - $76.08 $1,543 - $1,902
-25 Reduced 11.11%
200 $13 Million
Q4 2023

Jan 12, 2024

BUY
$49.33 - $70.98 $9,866 - $14,196
200 Added 800.0%
225 $15.5 Million
Q2 2023

Jul 14, 2023

BUY
$47.37 - $57.14 $1,184 - $1,428
25 New
25 $1.42 Million
Q4 2018

Feb 05, 2019

SELL
$38.25 - $52.17 $13,961 - $19,042
-365 Closed
0 $0
Q2 2018

Aug 13, 2018

SELL
$50.11 - $59.59 $2,305 - $2,741
-46 Reduced 11.19%
365 $0
Q1 2018

Apr 16, 2018

SELL
$48.9 - $57.76 $2,298 - $2,714
-47 Reduced 10.26%
411 $0
Q4 2017

Feb 15, 2018

SELL
$43.27 - $52.28 $2,163 - $2,614
-50 Reduced 9.84%
458 $0
Q3 2017

Nov 13, 2017

SELL
$38.11 - $44.04 $35,289 - $40,781
-926 Reduced 64.57%
508 $0
Q2 2017

Aug 15, 2017

BUY
N/A
1,434
1,434 $0

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $136B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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