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 69,573 shares of SCHX stock, worth $1.69 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
69,573Holding current value
$1.69 Million% of portfolio
0.95%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,464Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$5.01 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$2 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$853 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$780 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$637 Million8.63% of portfolio