Westbourne Investments »

Schwab Strategic Tr shares owned by Westbourne Investments

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Westbourne Investments from 13F filings

Historical chart of Westbourne Investments investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Westbourne Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Westbourne Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $331k 11k 31.37

More positions owned by Westbourne Investments

NVIDIA Corporation (NVDA)
Ge Aerospace Com New (GE)
Qualcomm (QCOM)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Meta Platforms Cl A (META)
Spdr Series Trust State Street Spd (BIL)
Micron Technology (MU)
Dell Technologies CL C (DELL)
Vertiv Holdings Com Cl A (VRT)
Spdr Gold Tr Gold Shs (GLD)
Eli Lilly & Co. (LLY)
UnitedHealth (UNH)

View all positions for Westbourne Investments

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Hamel Associates
Advisor Group Holdings
HighTower Advisors
Charles Schwab Trust
Iron Financial
LPL Financial
Modern Wealth Management
LeConte Wealth Management
Robertson Stephens Wealth Management
Sequoia Financial Advisors
LongView Wealth Management
OMC Financial Services
Fiduciary Alliance

View all funds holding Schwab Strategic Tr