Westbourne Investment Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History
Westbourne Investment Advisors, Inc.
- $292 Million
- Q4 2024
A detailed history of Westbourne Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 184,564 shares of SCHG stock, worth $4.83 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
184,564
Previous 47,802
286.1%
Holding current value
$4.83 Million
Previous $4.98 Million
3.29%
% of portfolio
1.76%
Previous 1.74%
Shares
26 transactions
Others Institutions Holding SCHG
# of Institutions
1,474Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40.9 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.11 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.04 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.03 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$999 Million1.41% of portfolio