Westbourne Investments, Inc. Schwab Strategic Tr Us Broad M Transaction History

Westbourne Investments, Inc.

  • $209 Billion
  • Q3 2025

A detailed history of Westbourne Investments, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Westbourne Investments, Inc. holds 55,786 shares of SCHB stock, worth $1.44 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
55,786
Previous 66,164 15.69%
Holding current value
$1.44 Million
Previous $1.58 Billion 6.18%
% of portfolio
0.71%
Previous 0.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$23.82 - $25.84 $247,203 - $268,167
-10,378 Reduced 15.69%
55,786 $1.48 Billion
Q2 2025

Jul 09, 2025
SELL
$19.1 - $23.83 $2,444 - $3,050
-128 Reduced 0.19%
66,164 $1.58 Billion
Q1 2025

May 21, 2025
SELL
$21.23 - $23.75 $22,716 - $25,412
-1,070 Reduced 1.59%
66,292 $1.43 Billion
Q4 2024

Feb 14, 2025
BUY
$22.01 - $66.82 $1.48 Million - $4.5 Million
67,362 New
67,362 $1.53 Billion

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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