Westbourne Investments, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Westbourne Investments, Inc.

  • $209 Billion
  • Q3 2025

A detailed history of Westbourne Investments, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Westbourne Investments, Inc. holds 23,898 shares of SCHM stock, worth $696,865. This represents 0.34% of its overall portfolio holdings.

Number of Shares
23,898
Previous 24,648 3.04%
Holding current value
$696,865
Previous $691 Million 3.03%
% of portfolio
0.34%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$28.15 - $30.13 $21,112 - $22,597
-750 Reduced 3.04%
23,898 $712 Million
Q2 2025

Jul 09, 2025
SELL
$22.92 - $28.05 $52,716 - $64,515
-2,300 Reduced 8.53%
24,648 $691 Million
Q1 2025

May 21, 2025
SELL
$25.58 - $29.24 $7,418 - $8,479
-290 Reduced 1.06%
26,948 $706 Million
Q4 2024

Feb 14, 2025
BUY
$27.54 - $83.04 $750,134 - $2.26 Million
27,238 New
27,238 $755 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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