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Schwab Value Adv Inst Prime Sh other assets shares owned by Westside Investment Management

Quarter-by-quarter ownership of Schwab Value Adv Inst Prime Sh other assets (SNAXX) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Schwab Value Adv Inst Prime Sh other assets

Tip: Access up to 7 years of quarterly data

All positions including Schwab Value Adv Inst Prime Sh other assets held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Value Adv Inst Prime Sh other assets by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $782k 782k 1.00

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Invesco Qqq Etf (QQQ)
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Amazon (AMZN)
Ishares Core Etf (IEFA)
Jpmorgan Etf (JPST)
Ishares Core Etf (AGG)
Facebook Inc cl a (META)
Vanguard Consumer Etf (VCR)
Alphabet Inc Class A cs (GOOGL)
Vanguard Dividend Etf (VIG)
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View all positions for Westside Investment Management

Top funds holding Schwab Value Adv Inst Prime Sh other assets

Jackson Wealth Management
Tucker Asset Management
Dividend Growth Advisors
Kanawha Capital Management
Main Street Group
Westside Investment Management

View all funds holding Schwab Value Adv Inst Prime Sh other assets