WestHill Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$715K	Sell	27,900 -592	-2%	-$15.9K	0.14%	40
2025 Q4	$767K	Hold	28,492	–	–	0.15%	39
2025 Q3	$750K	Sell	28,492 -963	-3%	-$24.5K	0.15%	35
2025 Q2	$720K	Buy	29,455 +1,069	+4%	+$24.2K	0.15%	34
2025 Q1	$627K	Hold	28,386	–	–	0.14%	35
2024 Q4	$658K	Hold	28,386	–	–	0.15%	34
2024 Q3	$642K	Hold	28,386	–	–	0.14%	35
2024 Q2	$608K	Hold	28,386	–	–	0.15%	34
2024 Q1	$587K	Hold	28,386	–	–	0.14%	34
2023 Q4	$534K	Hold	28,386	–	–	0.14%	32
2023 Q3	$479K	Hold	28,386	–	–	0.14%	34
2023 Q2	$496K	Hold	28,386	–	–	0.14%	32
2023 Q1	$458K	Sell	28,386 -5,952	-17%	-$93.7K	0.14%	37
2022 Q4	$517K	Buy	34,338 +5,694	+20%	+$86.2K	0.17%	36
2022 Q3	$404K	Hold	28,644	–	–	0.14%	37
2022 Q2	$426K	Hold	28,644	–	–	0.14%	39
2022 Q1	$514K	Hold	28,644	–	–	0.15%	36
2021 Q4	$543K	Hold	28,644	–	–	0.15%	37
2021 Q3	$497K	Buy	+28,644	New	+$511K	0.15%	32
2021 Q1	$442K	Hold	27,600	–	–	0.16%	30
2020 Q4	$418K	Buy	+27,600	New	+$395K	0.16%	28