SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

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

Q4 2025
Shares 17,308 Value ($000) $454 Avg Close Range
Q3 2025
Shares 18,390 Value ($000) $473 Avg Close Range
Q2 2025
Shares 19,203 Value ($000) $458 Avg Close Range
Q1 2025
Shares 26,154 Value ($000) $563 Avg Close Range
Q4 2024
Shares 26,154 Value ($000) $594 Avg Close Range
Q3 2024
Shares 8,806 Value ($000) $586 Avg Close Range
Q2 2024
Shares 9,053 Value ($000) $569 Avg Close Range
Q1 2024
Shares 8,853 Value ($000) $540 Avg Close Range
Q4 2023
Shares 8,853 Value ($000) $493 Avg Close Range
Q3 2023
Shares 9,018 Value ($000) $450 Avg Close Range
Q2 2023
Shares 9,085 Value ($000) $470 Avg Close Range
Q1 2023
Shares 9,204 Value ($000) $440 Avg Close Range
Q4 2022
Shares 9,060 Value ($000) $406 Avg Close Range
Q3 2022
Shares 10,840 Value ($000) $455 Avg Close Range
Q2 2022
Shares 12,314 Value ($000) $544 Avg Close Range
Q1 2022
Shares 15,774 Value ($000) $842 Avg Close Range
Q4 2021
Shares 6,565 Value ($000) $742 Avg Close Range
Q3 2021
Shares 5,901 Value ($000) $613 Avg Close Range
Q2 2021
Shares 5,726 Value ($000) $597 Avg Close Range
Q1 2021
Shares 5,652 Value ($000) $547 Avg Close Range
Q4 2020
Shares 5,604 Value ($000) $510 Avg Close Range