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Schwab Strategic Tr us lrg cap etf shares owned by Westbourne Investments

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Westbourne Investments from 13F filings

Historical chart of Westbourne Investments investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap 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 Strategic Tr us lrg cap etf by Westbourne Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 62k 27.19
2025-06-30 $1.7M 70k 24.44
2025-03-31 $1.5M 69k 22.08
2024-12-31 $1.6M 70k 23.18

More positions owned by Westbourne Investments

NVIDIA Corporation (NVDA)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Meta Platforms Cl A (META)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vertiv Holdings Com Cl A (VRT)
Dell Technologies CL C (DELL)
Micron Technology (MU)
Vistra Energy (VST)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Westbourne Investments

Top funds holding Schwab Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
HBK Sorce Advisory
Sei Investments
Northwestern Mutual Wealth Management Company
Sage Financial
Wealth Enhancement Advisory Services
HPM Partners
Captrust Financial Advisors
Betterment
Diversified Enterprises
HighTower Advisors
Henderson Group
Mercer Global Advisors

View all funds holding Schwab Strategic Tr us lrg cap etf