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

Westbourne Investments, Inc.

$170 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHV

# of Institutions

909

Shares Held

331M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

53.3M
Shares

$1.37 Billion
3.04% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$1 Billion
1.35% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$851 Million
10.21% of portfolio
Envestnet Asset Management Inc

16.5M
Shares

$425 Million
0.15% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

11.6M
Shares

$298 Million
0.73% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westbourne Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westbourne Investments, Inc. with notifications on news.