SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

WestHill Financial Advisors, Inc.'s Holding History (CIK: 0001759641)

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

Q4 2025
Shares 28,492 Value ($000) $767 Avg Close — Range —
Q3 2025
Shares 28,492 Value ($000) $750 Avg Close — Range —
Q2 2025
Shares 29,455 Value ($000) $720 Avg Close — Range —
Q1 2025
Shares 28,386 Value ($000) $627 Avg Close — Range —
Q4 2024
Shares 28,386 Value ($000) $658 Avg Close — Range —
Q3 2024
Shares 9,462 Value ($000) $642 Avg Close — Range —
Q2 2024
Shares 9,462 Value ($000) $608 Avg Close — Range —
Q1 2024
Shares 9,462 Value ($000) $587 Avg Close — Range —
Q4 2023
Shares 9,462 Value ($000) $534 Avg Close — Range —
Q3 2023
Shares 9,462 Value ($000) $479 Avg Close — Range —
Q2 2023
Shares 9,462 Value ($000) $496 Avg Close — Range —
Q1 2023
Shares 9,462 Value ($000) $458 Avg Close — Range —
Q4 2022
Shares 11,446 Value ($000) $517 Avg Close — Range —
Q3 2022
Shares 9,548 Value ($000) $404 Avg Close — Range —
Q2 2022
Shares 9,548 Value ($000) $426 Avg Close — Range —
Q1 2022
Shares 9,548 Value ($000) $514 Avg Close — Range —
Q4 2021
Shares 4,774 Value ($000) $543 Avg Close — Range —
Q3 2021
Shares 4,774 Value ($000) $497 Avg Close — Range —
Q1 2021
Shares 4,600 Value ($000) $442 Avg Close — Range —
Q4 2020
Shares 4,600 Value ($000) $418 Avg Close — Range —