Westside Investment Management, Inc. SWISX β€” SCHWAB INTERNATIONAL INDEX

Ownership history in Westside Investment Management, Inc.  Β·  5 quarters on record

AI Ownership Summary

Westside Investment Management, Inc. reported SCHWAB INTERNATIONAL INDEX (SWISX) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. The latest visible filing shows SWISX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SWISX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westside Investment Management, Inc.'s position in SCHWAB INTERNATIONAL INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SWISX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Westside Investment Management, Inc. held SWISX β€” position size vs. price
% of Fund (quarterly)    SWISX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 257 β€” 0% 0.00% $7K 2026-02-14 (Est.) $31.17
2025 Q3 UNCHANGED β€” β€” β€” 257 β€” 0% 0.00% $7K 2025-11-04 $27.47
2025 Q2 UNCHANGED β€” β€” β€” 257 β€” 0% 0.00% $7K 2025-08-05 $25.99
2025 Q1 UNCHANGED β€” β€” β€” 257 β€” 0% 0.00% $6K 2025-04-25 $24.25
2024 Q4 INITIATED β€” β€” β€” 257 β€” β€” 0.00% $6K 2025-01-17 $22.18

🏒 Other funds also holding SWISX

As of 2026 Q1 β€” sorted by position size

FULTON BANK, N.A. 3Y 7Y 0.05% Coston, McIsaac & Partners 3Y 0.02% Game Plan Financial Advisors, LLC 3Y 0.0%

FAQ About Westside Investment Management, Inc. and SWISX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Westside Investment Management, Inc. reported owning SWISX?

Westside Investment Management, Inc. reported SWISX across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SWISX position in Westside Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for SWISX was 0.00% in 2025 Q1.

What is the latest reported SWISX position on this page?

The most recent filing on this page is 2025 Q4, when Westside Investment Management, Inc. reported 257 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this SWISX ownership page compare?

The chart compares Westside Investment Management, Inc.'s quarterly SWISX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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