West Hill Financial Advisors, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History

West Hill Financial Advisors, Inc.

$436 Million
Q1 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 554,891 shares of SCHI stock, worth $12.5 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares

554,891

Previous 493,032 12.55%

Holding current value

$12.5 Million

Previous $10.9 Million 14.53%

% of portfolio

2.86%

Previous 2.44%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

226

Shares Held

41.2M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

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West Hill Financial Advisors, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History