SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 279 Value ($000) $7 Avg Close Range
Q3 2025
Shares 303 Value ($000) $7 Avg Close Range
Q2 2025
Shares 303 Value ($000) $7 Avg Close Range
Q1 2025
Shares 3,815 Value ($000) $75 Avg Close Range
Q4 2024
Shares 3,808 Value ($000) $70 Avg Close Range
Q3 2024
Shares 1,904 Value ($000) $78 Avg Close Range
Q2 2024
Shares 1,904 Value ($000) $73 Avg Close Range
Q1 2024
Shares 1,395 Value ($000) $54 Avg Close Range
Q4 2023
Shares 1,395 Value ($000) $52 Avg Close Range
Q3 2023
Shares 1,266 Value ($000) $43 Avg Close Range
Q2 2023
Shares 1,266 Value ($000) $45 Avg Close Range
Q1 2023
Shares 1,266 Value ($000) $44 Avg Close Range
Q4 2022
Shares 1,291 Value ($000) $42 Avg Close Range
Q3 2022
Shares 3,593 Value ($000) $101 Avg Close Range
Q2 2022
Shares 3,717 Value ($000) $117 Avg Close Range
Q1 2022
Shares 4,037 Value ($000) $148 Avg Close Range
Q4 2021
Shares 4,060 Value ($000) $158 Avg Close Range
Q3 2021
Shares 3,956 Value ($000) $153 Avg Close Range
Q2 2021
Shares 3,781 Value ($000) $149 Avg Close Range
Q1 2021
Shares 3,666 Value ($000) $138 Avg Close Range
Q4 2020
Shares 3,690 Value ($000) $133 Avg Close Range