Westbourne Investments, Inc. Schwab Strategic Tr Us Large C Transaction History

Westbourne Investments, Inc.

  • $166 Billion
  • Q1 2025

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 31,918 shares of SCHV stock, worth $870,403. This represents 0.51% of its overall portfolio holdings.

Number of Shares
31,918
Previous 32,778 2.62%
Holding current value
$870,403
Previous $855 Million 0.72%
% of portfolio
0.51%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$25.77 - $27.6 $22,162 - $23,736
-860 Reduced 2.62%
31,918 $848 Million
Q4 2024

Feb 14, 2025
BUY
$25.79 - $80.4 $845,344 - $2.64 Million
32,778 New
32,778 $855 Million

Others Institutions Holding SCHV

# of Institutions
923
Shares Held
335M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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