Westbourne Investments, Inc. Schwab Strategic Tr Us Large C Transaction History
Westbourne Investments, Inc.
- $170 Billion
- Q4 2024
A detailed history of Westbourne Investments, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Westbourne Investments, Inc. holds 32,778 shares of SCHV stock, worth $894,839. This represents 0.5% of its overall portfolio holdings.
Number of Shares
32,778Holding current value
$894,839% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
875Shares Held
314MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$873 Million10.86% of portfolio
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Envestnet Asset Management Inc15.9MShares$435 Million0.14% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio