Schwab Strategic Tr cmn shares owned by Westbourne Investments
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Westbourne Investments
from 13F filings
Historical chart of Westbourne Investments investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Westbourne Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Westbourne Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $886k | 31k | 29.00 |
| 2025-06-30 | $853k | 31k | 27.67 |
| 2025-03-31 | $848k | 32k | 26.58 |
| 2024-12-31 | $855k | 33k | 26.07 |