Schwab U S Broad Market ETF shares owned by Westbourne Investments
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Westbourne Investments
from 13F filings
Historical chart of Westbourne Investments investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Westbourne Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Broad Market ETF by Westbourne Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 56k | 26.52 |
| 2025-06-30 | $1.6M | 66k | 23.83 |
| 2025-03-31 | $1.4M | 66k | 21.53 |
| 2024-12-31 | $1.5M | 67k | 22.70 |