Westside Investment Management, Inc.
Position in SCHW — Schwab Charles Corp
CIK 1538383
SANTA MONICA, CA
Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$97,437
-$1,805 QoQ
Shares Held
1,056
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,032
of 2,309 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $741,643 across 14 Capital Markets names. SCHW ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
364 | $368,138 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
1,405 | $140,893 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
1,056 | $97,437 | |
| 4 | MS |
Morgan Stanley
|
171 | $35,745 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
100 | $28,168 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
421 | $21,041 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,174 | $15,625 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
116 | $15,559 |
All Filings in SCHW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,437 | 1,056 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $99,242 | 1,056 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $105,503 | 1,056 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $98,142 | 1,028 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $62,864 | 689 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $27,398 | 350 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $14,802 | 200 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,962 | 200 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $16,580 | 225 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $16,276 | 225 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $15,480 | 225 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,372 | 25 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,417 | 25 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||