Westside Investment Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Westside Investment Management, Inc.
- $437 Billion
- Q2 2024
A detailed history of Westside Investment Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 558 shares of SCHZ stock, worth $26,571. This represents 0.01% of its overall portfolio holdings.
Number of Shares
558
Previous 558
-0.0%
Holding current value
$26,571
Previous $25.7 Million
0.91%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio