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

Westbourne Investments, Inc.

  • $209 Billion
  • Q3 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 61,547 shares of SCHX stock, worth $1.63 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
61,547
Previous 69,563 11.52%
Holding current value
$1.63 Million
Previous $1.7 Billion 1.57%
% of portfolio
0.8%
Previous 0.91%

Shares

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

Nov 06, 2025
SELL
$24.46 - $26.5 $196,071 - $212,424
-8,016 Reduced 11.52%
61,547 $1.67 Billion
Q2 2025

Jul 09, 2025
BUY
$19.6 - $24.44 $8,918 - $11,120
455 Added 0.66%
69,563 $1.7 Billion
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
1,632
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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