Schwab Strategic Tr cmn shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 134k | 26.07 |
| 2024-09-30 | $3.1M | 39k | 80.36 |
| 2024-06-30 | $2.8M | 38k | 74.08 |
| 2024-03-31 | $2.6M | 34k | 76.00 |
| 2023-12-31 | $2.3M | 33k | 70.11 |
| 2023-09-30 | $2.1M | 32k | 64.47 |
| 2023-06-30 | $1.7M | 26k | 67.10 |
| 2023-03-31 | $1.7M | 26k | 65.57 |
| 2022-12-31 | $1.8M | 28k | 66.00 |
| 2022-09-30 | $1.5M | 26k | 58.51 |
| 2022-06-30 | $1.6M | 26k | 62.43 |
| 2022-03-31 | $1.9M | 26k | 71.41 |
| 2021-12-31 | $1.8M | 25k | 73.21 |
| 2021-09-30 | $1.6M | 23k | 67.48 |
| 2021-06-30 | $1.5M | 22k | 68.35 |
| 2021-03-31 | $1.3M | 19k | 65.26 |
| 2020-12-31 | $1.1M | 18k | 59.52 |
| 2020-09-30 | $865k | 17k | 52.21 |
| 2020-06-30 | $748k | 15k | 50.13 |
| 2020-03-31 | $541k | 12k | 44.26 |
| 2019-12-31 | $719k | 12k | 60.09 |
| 2019-09-30 | $517k | 9.1k | 56.76 |
| 2019-06-30 | $309k | 5.5k | 56.18 |
| 2019-03-31 | $294k | 5.4k | 54.80 |
| 2018-12-31 | $256k | 5.2k | 49.27 |
| 2018-09-30 | $266k | 4.7k | 56.05 |
| 2018-06-30 | $213k | 4.0k | 53.21 |
| 2018-03-31 | $206k | 3.9k | 52.89 |
| 2017-12-31 | $207k | 3.8k | 54.76 |
| 2016-06-30 | $126k | 2.8k | 44.76 |
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