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Schwab Select Small Cap Index shares owned by Westside Investment Management

Quarter-by-quarter ownership of Schwab Select Small Cap Index (SWSSX) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Schwab Select Small Cap Index

Tip: Access up to 7 years of quarterly data

All positions including Schwab Select Small Cap Index 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 Select Small Cap Index by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2k 182 39.74
2025-06-30 $6.5k 182 35.60
2025-03-31 $5.9k 182 32.52
2024-12-31 $1.2k 32 36.25

More positions owned by Westside Investment Management

Apple (AAPL)
Vanguard High Etf (VYM)
Vanguard Total Etf (VTI)
Invesco Qqq Etf (QQQ)
Tutor Perini Corporation (TPC)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Uber Technologies (UBER)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Eton Pharmaceuticals (ETON)
Ishares Core Etf (IEFA)
Ishares Core Etf (AGG)
Harrow Health (HROW)
Broadcom (AVGO)

View all positions for Westside Investment Management

Top funds holding Schwab Select Small Cap Index

Dumont & Blake Investment Advisors
Vermillion Wealth Management
Carret Asset Management
Coston, McIsaac & Partners
Estabrook Capital Management
Westside Investment Management

View all funds holding Schwab Select Small Cap Index