SCHR — SCHWAB STRATEGIC TR

Ownership history in WestHill Financial Advisors, Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which WestHill Financial Advisors, Inc. reported a position in SCHWAB STRATEGIC TR (SCHR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.16% (2022 Q2)
Avg. % of fund
6.08%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,138,809 -303 -0.0% 5.43% $28.6M $24.92
2025 Q3 ADDED 1,139,112 +77,980 +7.3% 5.61% $28.6M $24.66
2025 Q2 ADDED 1,061,132 +9,047 +0.9% 5.63% $26.6M $24.32
2025 Q1 ADDED 1,052,085 +91,362 +9.5% 5.98% $26.2M $23.92
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHR price (monthly, adj. close)

Other funds also holding SCHR

As of 2025 Q4 — sorted by position size

Cornerstone Wealth Advisors, Inc. 3Y 21.95% HC Advisors, LLC 3Y 14.88% Hapanowicz & Associates Financial Services, Inc 3Y 7Y 13.13% Pacific Sage Partners, LLC 3Y 12.61% Beacon Wealthcare LLC 3Y 11.59% Crane Advisory, LLC 3Y 10.55% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 10.35% Downshift Financial, LLC 8.42% Blake Schutter Theil Wealth Advisors, LLC 7.28% FLC Capital Advisors 3Y 7Y 7.15%
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