WFA
WestHill Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Buy |
1,061,132
+9,047
| +0.9% | +$226K | 5.63% | 6 |
|
|
2025
Q1 | $26.2M | Buy |
1,052,085
+91,362
| +10% | +$2.27M | 5.98% | 6 |
|
|
2024
Q4 | $23.3M | Buy |
960,723
+466,312
| +94% | +$11.3M | 5.23% | 6 |
|
|
2024
Q3 | $25M | Buy |
494,411
+19,918
| +4% | +$1.01M | 5.61% | 6 |
|
|
2024
Q2 | $23.1M | Buy |
474,493
+8,013
| +2% | +$391K | 5.62% | 6 |
|
|
2024
Q1 | $22.9M | Buy |
466,480
+24,219
| +5% | +$1.19M | 5.63% | 6 |
|
|
2023
Q4 | $22M | Sell |
442,261
-16,396
| -4% | -$815K | 5.83% | 6 |
|
|
2023
Q3 | $22M | Buy |
458,657
+7,202
| +2% | +$345K | 6.42% | 6 |
|
|
2023
Q2 | $22.2M | Buy |
451,455
+8,886
| +2% | +$438K | 6.29% | 6 |
|
|
2023
Q1 | $22.3M | Buy |
442,569
+24,932
| +6% | +$1.26M | 6.68% | 6 |
|
|
2022
Q4 | $20.6M | Sell |
417,637
-6,570
| -2% | -$323K | 6.57% | 6 |
|
|
2022
Q3 | $20.8M | Buy |
424,207
+3,680
| +0.9% | +$181K | 7.11% | 6 |
|
|
2022
Q2 | $21.7M | Sell |
420,527
-5,699
| -1% | -$294K | 7.16% | 6 |
|
|
2022
Q1 | $22.7M | Buy |
+426,226
| New | +$22.7M | 6.55% | 6 |
|