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

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Westside Investment Management, Inc. holds 823 shares of SCHX stock, worth $19,348. This represents 0.0% of its overall portfolio holdings.

Number of Shares
823
Previous 160 414.38%
Holding current value
$19,348
Previous $10.9 Million 75.86%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$22.4 - $68.28 $14,851 - $45,269
663 Added 414.38%
823 $19.1 Million
Q1 2022

Apr 25, 2022
BUY
$49.51 - $57.27 $3,960 - $4,581
80 Added 100.0%
160 $0
Q1 2020

Apr 16, 2020
SELL
$26.61 - $40.52 $1,011 - $1,539
-38 Reduced 32.2%
80 $0
Q2 2019

Jul 24, 2019
BUY
N/A
118 New
118 $8,000

Others Institutions Holding SCHX

# of Institutions
1,472
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email