West Hill Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

West Hill Financial Advisors, Inc.

$470 Million
Q2 2025

A detailed history of West Hill Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 29,455 shares of SCHX stock, worth $785,270. This represents 0.15% of its overall portfolio holdings.

Number of Shares

29,455

Previous 28,386 3.77%

Holding current value

$785,270

Previous $626,000 14.86%

% of portfolio

0.15%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$19.6 - $24.44 $20,952 - $26,126	1,069 Added 3.77%	29,455 $719,000
Q4 2024 Jan 31, 2025	BUY	$22.4 - $68.28 $423,897 - $1.29 Million	18,924 Added 200.0%	28,386 $657,000
Q1 2023 May 11, 2023	SELL	$44.78 - $49.41 $88,843 - $98,029	-1,984 Reduced 17.33%	9,462 $457,000
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $80,190 - $91,407	1,898 Added 19.88%	11,446 $516,000
Q1 2022 Apr 27, 2022	BUY	$49.51 - $57.27 $236,360 - $273,406	4,774 Added 100.0%	9,548 $514,000
Q3 2021 Oct 13, 2021	BUY	$51.52 - $54.94 $8,964 - $9,559	174 Added 3.78%	4,774 $497,000
Q4 2020 Feb 17, 2021	BUY	$39.35 - $45.48 $181,010 - $209,208	4,600 New	4,600 $418,000

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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West Hill Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History