Schwab U S Large Cap Growth ETF shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.1M | 185k | 27.87 |
| 2024-09-30 | $5.0M | 48k | 104.18 |
| 2024-06-30 | $4.7M | 47k | 100.83 |
| 2024-03-31 | $4.0M | 43k | 92.72 |
| 2023-12-31 | $3.5M | 43k | 82.96 |
| 2023-09-30 | $3.1M | 43k | 72.71 |
| 2023-06-30 | $3.8M | 51k | 74.96 |
| 2023-03-31 | $3.3M | 50k | 65.16 |
| 2022-12-31 | $3.0M | 54k | 55.57 |
| 2022-09-30 | $2.8M | 51k | 55.81 |
| 2022-06-30 | $2.9M | 50k | 57.99 |
| 2022-03-31 | $3.1M | 41k | 74.83 |
| 2021-12-31 | $3.0M | 19k | 163.74 |
| 2021-09-30 | $2.5M | 17k | 148.07 |
| 2021-06-30 | $2.3M | 16k | 145.97 |
| 2021-03-31 | $1.8M | 14k | 129.76 |
| 2020-12-31 | $1.7M | 13k | 128.43 |
| 2020-09-30 | $1.4M | 13k | 115.18 |
| 2020-06-30 | $1.2M | 11k | 101.53 |
| 2020-03-31 | $728k | 9.1k | 79.68 |
| 2019-12-31 | $852k | 9.2k | 92.95 |
| 2019-09-30 | $629k | 7.5k | 83.95 |
| 2019-06-30 | $357k | 4.3k | 83.29 |
| 2019-03-31 | $301k | 3.8k | 79.52 |
| 2018-12-31 | $225k | 3.3k | 68.95 |
| 2018-09-30 | $224k | 2.7k | 82.17 |
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