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 $12,817. This represents 0.01% of its overall portfolio holdings.

Number of Shares
558
Previous 558 -0.0%
Holding current value
$12,817
Previous $25.7 Million 0.91%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 25, 2022
BUY
$50.05 - $53.52 $50 - $53
1 Added 0.18%
558 $0
Q1 2021

Apr 14, 2021
BUY
$53.75 - $55.97 $26,337 - $27,425
490 Added 731.34%
557 $0
Q2 2019

Jul 24, 2019
BUY
N/A
67 New
67 $3,000

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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