Westside Investment Management, Inc. Schwab Us Aggregate Bond ETF Transaction History

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 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 1,116 shares of SCHZ stock, worth $25,868. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,116
Previous 558 100.0%
Holding current value
$25,868
Previous $26.5 Million 4.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 17, 2025
BUY
$22.63 - $47.53 $12,627 - $26,521
558 Added 100.0%
1,116 $25.3 Million
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
682
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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