WFA
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West Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

West Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$483K Hold
16,681
– – 0.07% 48
2026
Q1 		$419K Sell
16,681
-627
-4% -$16.5K 0.07% 47
2025
Q4 		$454K Sell
17,308
-1,082
-6% -$28.2K 0.08% 45
2025
Q3 		$473K Sell
18,390
-813
-4% -$20.1K 0.08% 48
2025
Q2 		$458K Sell
19,203
-6,951
-27% -$153K 0.08% 46
2025
Q1 		$563K Hold
26,154
– – 0.11% 42
2024
Q4 		$594K Sell
26,154
-264
-1% -$6.03K 0.11% 41
2024
Q3 		$586K Sell
26,418
-741
-3% -$15.8K 0.11% 41
2024
Q2 		$569K Buy
27,159
+600
+2% +$12.2K 0.12% 40
2024
Q1 		$540K Hold
26,559
– – 0.12% 41
2023
Q4 		$493K Sell
26,559
-495
-2% -$8.55K 0.11% 42
2023
Q3 		$450K Sell
27,054
-201
-0.7% -$3.48K 0.11% 42
2023
Q2 		$470K Sell
27,255
-357
-1% -$5.82K 0.12% 39
2023
Q1 		$440K Buy
27,612
+432
+2% +$6.75K 0.12% 40
2022
Q4 		$406K Sell
27,180
-5,340
-16% -$80.3K 0.11% 39
2022
Q3 		$455K Sell
32,520
-4,422
-12% -$68.8K 0.14% 39
2022
Q2 		$544K Sell
36,942
-10,380
-22% -$167K 0.16% 34
2022
Q1 		$842K Buy
47,322
+7,932
+20% +$139K 0.22% 32
2021
Q4 		$742K Buy
39,390
+3,984
+11% +$73.3K 0.2% 31
2021
Q3 		$613K Buy
35,406
+1,050
+3% +$18.7K 0.18% 31
2021
Q2 		$597K Buy
34,356
+444
+1% +$7.51K 0.18% 28
2021
Q1 		$547K Buy
33,912
+288
+0.9% +$4.54K 0.18% 30
2020
Q4 		$510K Buy
+33,624
New +$479K 0.18% 28

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