West Hill Financial Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History

West Hill Financial Advisors, Inc.

$436 Million
Q1 2025

A detailed history of West Hill Financial Advisors, Inc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 1,052,085 shares of SCHR stock, worth $26.4 Million. This represents 6.0% of its overall portfolio holdings.

Number of Shares

1,052,085

Previous 960,723 9.51%

Holding current value

$26.4 Million

Previous $23.3 Million 12.08%

% of portfolio

6.0%

Previous 5.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$24.05 - $24.86 $2.2 Million - $2.27 Million	91,362 Added 9.51%	1,052,085 $26.2 Million
Q4 2024 Jan 31, 2025	BUY	$24.19 - $50.58 $11.3 Million - $23.6 Million	466,312 Added 94.32%	960,723 $23.3 Million
Q3 2024 Oct 18, 2024	BUY	$48.4 - $50.91 $964,031 - $1.01 Million	19,918 Added 4.2%	494,411 $25 Million
Q2 2024 Jul 19, 2024	BUY	$47.85 - $49.0 $383,422 - $392,637	8,013 Added 1.72%	474,493 $23.1 Million
Q1 2024 Apr 24, 2024	BUY	$48.64 - $49.88 $1.18 Million - $1.21 Million	24,219 Added 5.48%	466,480 $22.9 Million
Q4 2023 Jan 31, 2024	SELL	$47.09 - $49.87 $772,087 - $817,668	-16,396 Reduced 3.57%	442,261 $22 Million
Q3 2023 Nov 13, 2023	BUY	$47.78 - $49.59 $344,111 - $357,147	7,202 Added 1.6%	458,657 $22 Million
Q2 2023 Aug 10, 2023	BUY	$49.25 - $50.96 $437,635 - $452,830	8,886 Added 2.01%	451,455 $22.2 Million
Q1 2023 May 11, 2023	BUY	$48.55 - $50.78 $1.21 Million - $1.27 Million	24,932 Added 5.97%	442,569 $22.3 Million
Q4 2022 Feb 14, 2023	SELL	$48.12 - $50.24 $316,148 - $330,076	-6,570 Reduced 1.55%	417,637 $20.6 Million
Q3 2022 Nov 14, 2022	BUY	$48.68 - $52.54 $179,142 - $193,347	3,680 Added 0.88%	424,207 $20.8 Million
Q2 2022 Jul 29, 2022	SELL	$50.08 - $52.78 $285,405 - $300,793	-5,699 Reduced 1.34%	420,527 $21.7 Million
Q1 2022 Apr 27, 2022	BUY	$52.72 - $55.84 $22.5 Million - $23.8 Million	426,226 New	426,226 $22.7 Million

Others Institutions Holding SCHR

# of Institutions

461

Shares Held

358M

Call Options Held

2.7K

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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West Hill Financial Advisors, Inc. Schwab Intermediate Term Us Tr Transaction History