West Hill Financial Advisors, Inc. Schwab Strategic Tr 5 10 Yr 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 5 10 Yr C stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 556,055 shares of SCHI stock, worth $12.6 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
556,055
Previous 554,891 0.21%
Holding current value
$12.6 Million
Previous $12.5 Million 1.55%
% of portfolio
2.69%
Previous 2.86%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$21.85 - $22.76 $25,433 - $26,492
1,164 Added 0.21%
556,055 $12.7 Million
Q1 2025

Apr 21, 2025
BUY
$21.77 - $22.56 $1.35 Million - $1.4 Million
61,859 Added 12.55%
554,891 $12.5 Million
Q4 2024

Jan 31, 2025
BUY
$22.02 - $46.16 $5.23 Million - $11 Million
237,464 Added 92.92%
493,032 $10.9 Million
Q3 2024

Oct 18, 2024
BUY
$43.73 - $46.29 $336,239 - $355,923
7,689 Added 3.1%
255,568 $11.8 Million
Q2 2024

Jul 19, 2024
BUY
$43.11 - $44.42 $105,188 - $108,384
2,440 Added 0.99%
247,879 $10.9 Million
Q1 2024

Apr 24, 2024
BUY
$43.87 - $44.99 $519,991 - $533,266
11,853 Added 5.07%
245,439 $10.9 Million
Q4 2023

Jan 31, 2024
SELL
$40.96 - $45.17 $150,446 - $165,909
-3,673 Reduced 1.55%
233,586 $10.5 Million
Q3 2023

Nov 13, 2023
BUY
$42.12 - $44.19 $238,904 - $250,645
5,672 Added 2.45%
237,259 $10 Million
Q2 2023

Aug 10, 2023
BUY
$43.63 - $45.06 $243,848 - $251,840
5,589 Added 2.47%
231,587 $10.2 Million
Q1 2023

May 11, 2023
BUY
$42.99 - $45.29 $546,230 - $575,454
12,706 Added 5.96%
225,998 $10.1 Million
Q4 2022

Feb 14, 2023
SELL
$40.96 - $44.32 $1,269 - $1,373
-31 Reduced 0.01%
213,292 $9.19 Million
Q3 2022

Nov 14, 2022
BUY
$41.61 - $46.11 $355,931 - $394,424
8,554 Added 4.18%
213,323 $8.97 Million
Q2 2022

Jul 29, 2022
SELL
$43.49 - $47.85 $108,072 - $118,907
-2,485 Reduced 1.2%
204,769 $9.13 Million
Q1 2022

Apr 27, 2022
BUY
$47.33 - $51.36 $699,963 - $759,563
14,789 Added 7.68%
207,254 $9.92 Million
Q4 2021

Feb 14, 2022
BUY
$51.18 - $52.35 $392,294 - $401,262
7,665 Added 4.15%
192,465 $9.94 Million
Q3 2021

Oct 13, 2021
BUY
$52.2 - $53.14 $9.65 Million - $9.82 Million
184,800 New
184,800 $9.65 Million

Others Institutions Holding SCHI

# of Institutions
234
Shares Held
48.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
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