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

Westbourne Investment Advisors, Inc.

  • $292 Million
  • Q4 2024

A detailed history of Westbourne Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 134,270 shares of SCHV stock, worth $3.5 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
134,270
Previous 38,898 245.18%
Holding current value
$3.5 Million
Previous $3.13 Million 11.96%
% of portfolio
1.2%
Previous 1.09%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$25.79 - $80.4 $2.46 Million - $7.67 Million
95,372 Added 245.18%
134,270 $3.5 Million
Q3 2024

Oct 29, 2024
BUY
$73.43 - $80.37 $91,934 - $100,623
1,252 Added 3.33%
38,898 $3.13 Million
Q2 2024

Aug 07, 2024
BUY
$71.74 - $75.86 $262,353 - $277,420
3,657 Added 10.76%
37,646 $2.79 Million
Q1 2024

Apr 22, 2024
BUY
$68.82 - $75.98 $81,551 - $90,036
1,185 Added 3.61%
33,989 $2.58 Million
Q4 2023

Jan 17, 2024
BUY
$61.16 - $70.24 $28,317 - $32,521
463 Added 1.43%
32,804 $2.3 Million
Q3 2023

Nov 06, 2023
BUY
$64.45 - $69.39 $417,958 - $449,994
6,485 Added 25.08%
32,341 $2.09 Million
Q2 2023

Aug 09, 2023
BUY
$63.33 - $67.21 $24,572 - $26,077
388 Added 1.52%
25,856 $1.74 Million
Q1 2023

Apr 24, 2023
SELL
$62.59 - $69.3 $130,875 - $144,906
-2,091 Reduced 7.59%
25,468 $1.67 Million
Q4 2022

Feb 09, 2023
BUY
$59.13 - $69.24 $72,197 - $84,542
1,221 Added 4.64%
27,559 $1.82 Million
Q3 2022

Nov 02, 2022
BUY
$58.51 - $69.02 $31,302 - $36,925
535 Added 2.07%
26,338 $1.54 Million
Q2 2022

Aug 04, 2022
SELL
$60.93 - $72.3 $31,074 - $36,873
-510 Reduced 1.94%
25,803 $1.61 Million
Q1 2022

Jun 15, 2022
BUY
$67.71 - $74.19 $79,897 - $87,544
1,180 Added 4.7%
26,313 $1.88 Million
Q4 2021

Jan 24, 2022
BUY
$67.9 - $73.3 $140,892 - $152,097
2,075 Added 9.0%
25,133 $1.84 Million
Q3 2021

Oct 25, 2021
BUY
$66.91 - $71.05 $46,034 - $48,882
688 Added 3.08%
23,058 $1.56 Million
Q2 2021

Aug 02, 2021
BUY
$65.81 - $69.75 $199,470 - $211,412
3,031 Added 15.67%
22,370 $1.53 Million
Q1 2021

Apr 27, 2021
BUY
$58.71 - $65.66 $86,832 - $97,111
1,479 Added 8.28%
19,339 $1.26 Million
Q4 2020

Jan 22, 2021
BUY
$50.83 - $59.53 $65,672 - $76,912
1,292 Added 7.8%
17,860 $1.06 Million
Q3 2020

Nov 03, 2020
BUY
$49.44 - $54.86 $81,378 - $90,299
1,646 Added 11.03%
16,568 $865,000
Q2 2020

Jul 14, 2020
BUY
$42.21 - $55.29 $113,924 - $149,227
2,699 Added 22.08%
14,922 $748,000
Q1 2020

Apr 21, 2020
BUY
$38.4 - $61.03 $9,907 - $15,745
258 Added 2.16%
12,223 $541,000
Q4 2019

Jan 23, 2020
BUY
$54.73 - $60.25 $156,308 - $172,074
2,856 Added 31.35%
11,965 $719,000
Q3 2019

Oct 22, 2019
BUY
$56.56 - $57.5 $204,125 - $207,517
3,609 Added 65.62%
9,109 $517,000
Q2 2019

Jul 22, 2019
BUY
N/A
135 Added 2.52%
5,500 $309,000
Q1 2019

Apr 15, 2019
BUY
N/A
169 Added 3.25%
5,365 $294,000
Q4 2018

Jan 18, 2019
BUY
N/A
450 Added 9.48%
5,196 $256,000
Q3 2018

Oct 18, 2018
BUY
N/A
743 Added 18.56%
4,746 $266,000
Q2 2018

Aug 07, 2018
BUY
N/A
108 Added 2.77%
4,003 $213,000
Q1 2018

May 08, 2018
BUY
N/A
115 Added 3.04%
3,895 $206,000
Q4 2017

Jan 31, 2018
BUY
N/A
3,780
3,780 $207,000

Others Institutions Holding SCHV

# of Institutions
885
Shares Held
322M
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
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More about SCHV
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