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 69,108 shares of SCHX stock, worth $1.66 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
69,108
Previous 69,573 0.67%
Holding current value
$1.66 Million
Previous $1.61 Billion 5.38%
% of portfolio
0.92%
Previous 0.95%

Shares

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

May 21, 2025
SELL
$21.75 - $24.28 $10,113 - $11,290
-465 Reduced 0.67%
69,108 $1.53 Billion
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $1.56 Million - $4.75 Million
69,573 New
69,573 $1.61 Billion

Others Institutions Holding SCHX

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Westbourne Investments, Inc. Portfolio

Follow Westbourne Investments, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email