WFA
WestHill Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
556,055
+1,164
| +0.2% | +$26.5K | 2.68% | 8 |
|
|
2025
Q1 | $12.5M | Buy |
554,891
+61,859
| +13% | +$1.39M | 2.85% | 8 |
|
|
2024
Q4 | $10.9M | Buy |
493,032
+237,464
| +93% | +$5.24M | 2.44% | 9 |
|
|
2024
Q3 | $11.8M | Buy |
255,568
+7,689
| +3% | +$355K | 2.65% | 8 |
|
|
2024
Q2 | $10.9M | Buy |
247,879
+2,440
| +1% | +$108K | 2.65% | 8 |
|
|
2024
Q1 | $10.9M | Buy |
245,439
+11,853
| +5% | +$527K | 2.69% | 8 |
|
|
2023
Q4 | $10.5M | Sell |
233,586
-3,673
| -2% | -$165K | 2.78% | 7 |
|
|
2023
Q3 | $10M | Buy |
237,259
+5,672
| +2% | +$239K | 2.92% | 7 |
|
|
2023
Q2 | $10.2M | Buy |
231,587
+5,589
| +2% | +$246K | 2.89% | 7 |
|
|
2023
Q1 | $10.1M | Buy |
225,998
+12,706
| +6% | +$567K | 3.02% | 7 |
|
|
2022
Q4 | $9.19M | Sell |
213,292
-31
| -0% | -$1.34K | 2.94% | 7 |
|
|
2022
Q3 | $8.97M | Buy |
213,323
+8,554
| +4% | +$360K | 3.06% | 7 |
|
|
2022
Q2 | $9.13M | Sell |
204,769
-2,485
| -1% | -$111K | 3.01% | 7 |
|
|
2022
Q1 | $9.92M | Buy |
207,254
+14,789
| +8% | +$708K | 2.86% | 7 |
|
|
2021
Q4 | $9.94M | Buy |
192,465
+7,665
| +4% | +$396K | 2.81% | 9 |
|
|
2021
Q3 | $9.65M | Buy |
+184,800
| New | +$9.65M | 2.98% | 9 |
|