WFA
WestHill Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
29,455
+1,069
| +4% | +$26.1K | 0.15% | 34 |
|
|
2025
Q1 | $627K | Hold |
28,386
| – | – | 0.14% | 35 |
|
|
2024
Q4 | $658K | Buy |
28,386
+18,924
| +200% | +$439K | 0.15% | 34 |
|
|
2024
Q3 | $642K | Hold |
9,462
| – | – | 0.14% | 35 |
|
|
2024
Q2 | $608K | Hold |
9,462
| – | – | 0.15% | 34 |
|
|
2024
Q1 | $587K | Hold |
9,462
| – | – | 0.14% | 34 |
|
|
2023
Q4 | $534K | Hold |
9,462
| – | – | 0.14% | 32 |
|
|
2023
Q3 | $479K | Hold |
9,462
| – | – | 0.14% | 34 |
|
|
2023
Q2 | $496K | Hold |
9,462
| – | – | 0.14% | 32 |
|
|
2023
Q1 | $458K | Sell |
9,462
-1,984
| -17% | -$96K | 0.14% | 37 |
|
|
2022
Q4 | $517K | Buy |
11,446
+1,898
| +20% | +$85.7K | 0.17% | 36 |
|
|
2022
Q3 | $404K | Hold |
9,548
| – | – | 0.14% | 37 |
|
|
2022
Q2 | $426K | Hold |
9,548
| – | – | 0.14% | 39 |
|
|
2022
Q1 | $514K | Buy |
9,548
+4,774
| +100% | +$257K | 0.15% | 36 |
|
|
2021
Q4 | $543K | Hold |
4,774
| – | – | 0.15% | 37 |
|
|
2021
Q3 | $497K | Buy |
+4,774
| New | +$497K | 0.15% | 32 |
|
|
2021
Q1 | $442K | Hold |
4,600
| – | – | 0.16% | 30 |
|
|
2020
Q4 | $418K | Buy |
+4,600
| New | +$418K | 0.16% | 28 |
|