SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

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

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

Q4 2025
Shares 596,102 Value ($000) $13,692 Avg Close — Range —
Q3 2025
Shares 593,251 Value ($000) $13,692 Avg Close — Range —
Q2 2025
Shares 556,055 Value ($000) $12,656 Avg Close — Range —
Q1 2025
Shares 554,891 Value ($000) $12,463 Avg Close — Range —
Q4 2024
Shares 493,032 Value ($000) $10,881 Avg Close — Range —
Q3 2024
Shares 255,568 Value ($000) $11,797 Avg Close — Range —
Q2 2024
Shares 247,879 Value ($000) $10,931 Avg Close — Range —
Q1 2024
Shares 245,439 Value ($000) $10,920 Avg Close — Range —
Q4 2023
Shares 233,586 Value ($000) $10,497 Avg Close — Range —
Q3 2023
Shares 237,259 Value ($000) $10,012 Avg Close — Range —
Q2 2023
Shares 231,587 Value ($000) $10,201 Avg Close — Range —
Q1 2023
Shares 225,998 Value ($000) $10,090 Avg Close — Range —
Q4 2022
Shares 213,292 Value ($000) $9,193 Avg Close — Range —
Q3 2022
Shares 213,323 Value ($000) $8,966 Avg Close — Range —
Q2 2022
Shares 204,769 Value ($000) $9,129 Avg Close — Range —
Q1 2022
Shares 207,254 Value ($000) $9,919 Avg Close — Range —
Q4 2021
Shares 192,465 Value ($000) $9,943 Avg Close — Range —
Q3 2021
Shares 184,800 Value ($000) $9,646 Avg Close — Range —