SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 1,138,809 Value ($000) $28,561 Avg Close — Range —
Q3 2025
Shares 1,139,112 Value ($000) $28,626 Avg Close — Range —
Q2 2025
Shares 1,061,132 Value ($000) $26,560 Avg Close — Range —
Q1 2025
Shares 1,052,085 Value ($000) $26,155 Avg Close — Range —
Q4 2024
Shares 960,723 Value ($000) $23,336 Avg Close — Range —
Q3 2024
Shares 494,411 Value ($000) $25,017 Avg Close — Range —
Q2 2024
Shares 474,493 Value ($000) $23,141 Avg Close — Range —
Q1 2024
Shares 466,480 Value ($000) $22,881 Avg Close — Range —
Q4 2023
Shares 442,261 Value ($000) $21,989 Avg Close — Range —
Q3 2023
Shares 458,657 Value ($000) $21,988 Avg Close — Range —
Q2 2023
Shares 451,455 Value ($000) $22,248 Avg Close — Range —
Q1 2023
Shares 442,569 Value ($000) $22,319 Avg Close — Range —
Q4 2022
Shares 417,637 Value ($000) $20,560 Avg Close — Range —
Q3 2022
Shares 424,207 Value ($000) $20,846 Avg Close — Range —
Q2 2022
Shares 420,527 Value ($000) $21,699 Avg Close — Range —
Q1 2022
Shares 426,226 Value ($000) $22,697 Avg Close — Range —