SCHWAB CHARLES CORP

Ticker: SCHW CUSIP: 808513105 Class: COM

Westside Investment Management, Inc.'s Holding History (CIK: 0001538383)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,056 Value ($000) $107 Avg Close $94.74 Range $89.35 - $102.28
Q3 2025
Shares 1,028 Value ($000) $96 Avg Close $94.54 Range $89.44 - $99.14
Q2 2025
Shares 689 Value ($000) $63 Avg Close $83.15 Range $65.30 - $90.85
Q1 2025
Shares 350 Value ($000) $27 Avg Close $77.67 Range $68.85 - $83.48
Q4 2024
Shares 200 Value ($000) $15 Avg Close $73.82 Range $61.44 - $82.34
Q3 2024
Shares 200 Value ($000) $13 Avg Close $64.56 Range $59.83 - $75.21
Q2 2024
Shares 225 Value ($000) $17 Avg Close $72.33 Range $67.90 - $77.95
Q1 2024
Shares 225 Value ($000) $16 Avg Close $64.26 Range $58.09 - $71.29
Q4 2023
Shares 225 Value ($000) $15 Avg Close $56.12 Range $47.15 - $69.51
Q3 2023
Shares 25 Value ($000) $1 Avg Close $58.47 Range $51.87 - $66.42
Q2 2023
Shares 25 Value ($000) $1 Avg Close $50.45 Range $43.84 - $55.82
Q3 2018
Shares 365 Value ($000) $18,085 Avg Close $46.06 Range $44.29 - $48.86
Q2 2018
Shares 365 Value ($000) $18,725 Avg Close $49.84 Range $44.72 - $54.23
Q1 2018
Shares 411 Value ($000) $20,717 Avg Close $48.14 Range $43.19 - $52.24
Q4 2017
Shares 458 Value ($000) $23,924 Avg Close $42.12 Range $37.80 - $47.12
Q3 2017
Shares 508 Value ($000) $23,067 Avg Close $37.16 Range $34.09 - $39.72
Q2 2017
Shares 1,434 Value ($000) $62,565 Avg Close $35.76 Range $33.15 - $39.42
Q1 2017
Shares 496 Value ($000) $19,583 Avg Close $36.81 Range $33.56 - $38.94
Q4 2016
Shares 589 Value ($000) $24,337 Avg Close $31.79 Range $27.24 - $36.13