WestHill Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.3M	Buy	632,171 +36,069	+6%	+$827K	2.74%	8
2025 Q4	$13.7M	Buy	596,102 +2,851	+0.5%	+$65.7K	2.6%	8
2025 Q3	$13.7M	Buy	593,251 +37,196	+7%	+$849K	2.68%	8
2025 Q2	$12.7M	Buy	556,055 +1,164	+0.2%	+$26K	2.68%	8
2025 Q1	$12.5M	Buy	554,891 +61,859	+13%	+$1.38M	2.85%	8
2024 Q4	$10.9M	Sell	493,032 -18,104	-4%	-$407K	2.44%	9
2024 Q3	$11.8M	Buy	511,136 +15,378	+3%	+$349K	2.65%	8
2024 Q2	$10.9M	Buy	495,758 +4,880	+1%	+$107K	2.65%	8
2024 Q1	$10.9M	Buy	490,878 +23,706	+5%	+$526K	2.69%	8
2023 Q4	$10.5M	Sell	467,172 -7,346	-2%	-$157K	2.78%	7
2023 Q3	$10M	Buy	474,518 +11,344	+2%	+$245K	2.92%	7
2023 Q2	$10.2M	Buy	463,174 +11,178	+2%	+$248K	2.89%	7
2023 Q1	$10.1M	Buy	451,996 +25,412	+6%	+$561K	3.02%	7
2022 Q4	$9.19M	Sell	426,584 -62	-0%	-$1.33K	2.94%	7
2022 Q3	$8.97M	Buy	426,646 +17,108	+4%	+$382K	3.06%	7
2022 Q2	$9.13M	Sell	409,538 -4,970	-1%	-$113K	3.01%	7
2022 Q1	$9.92M	Buy	414,508 +29,578	+8%	+$731K	2.86%	7
2021 Q4	$9.94M	Buy	384,930 +15,330	+4%	+$397K	2.81%	9
2021 Q3	$9.65M	Buy	+369,600	New	+$9.75M	2.98%	9