SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 7,371 Value ($000) $204 Avg Close — Range —
Q3 2025
Shares 7,204 Value ($000) $198 Avg Close — Range —
Q2 2025
Shares 6,821 Value ($000) $184 Avg Close — Range —
Q1 2025
Shares 1,469 Value ($000) $41 Avg Close — Range —
Q4 2024
Shares 39 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 400 Value ($000) $32 Avg Close — Range —
Q4 2022
Shares 129 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 129 Value ($000) $8 Avg Close — Range —
Q2 2022
Shares 129 Value ($000) $9 Avg Close — Range —
Q1 2022
Shares 158 Value ($000) $12 Avg Close — Range —
Q4 2021
Shares 158 Value ($000) $12 Avg Close — Range —
Q3 2021
Shares 158 Value ($000) $11 Avg Close — Range —
Q2 2021
Shares 29 Value ($000) $2 Avg Close — Range —
Q1 2021
Shares 29 Value ($000) $2 Avg Close — Range —
Q4 2020
Shares 29 Value ($000) $1 Avg Close — Range —