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Westbourne Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Westbourne Investment Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.85M Buy
235,089
+9,430
+4% +$293K 2% 17
2025
Q4 		$7.36M Buy
225,659
+2,125
+1% +$69.1K 2.03% 15
2025
Q3 		$7.13M Buy
223,534
+25,096
+13% +$765K 1.99% 17
2025
Q2 		$5.8M Buy
198,438
+3,473
+2% +$91.8K 1.76% 18
2025
Q1 		$4.88M Buy
194,965
+10,401
+6% +$285K 1.73% 24
2024
Q4 		$5.14M Sell
184,564
-6,644
-3% -$182K 1.76% 24
2024
Q3 		$4.98M Buy
191,208
+3,136
+2% +$78.9K 1.74% 24
2024
Q2 		$4.74M Buy
188,072
+15,648
+9% +$369K 1.72% 25
2024
Q1 		$4M Buy
172,424
+2,324
+1% +$51.4K 1.47% 27
2023
Q4 		$3.53M Buy
170,100
+176
+0.1% +$3.4K 1.41% 29
2023
Q3 		$3.09M Sell
169,924
-34,300
-17% -$646K 1.42% 28
2023
Q2 		$3.83M Buy
204,224
+3,072
+2% +$52.7K 1.71% 23
2023
Q1 		$3.28M Sell
201,152
-16,608
-8% -$252K 1.58% 23
2022
Q4 		$3.02M Buy
217,760
+14,220
+7% +$204K 1.53% 22
2022
Q3 		$2.84M Buy
203,540
+5,172
+3% +$81K 1.51% 23
2022
Q2 		$2.88M Buy
198,368
+33,136
+20% +$530K 1.78% 20
2022
Q1 		$3.09M Buy
165,232
+16,896
+11% +$308K 1.28% 25
2021
Q4 		$3.04M Buy
148,336
+11,752
+9% +$235K 1.19% 24
2021
Q3 		$2.53M Buy
136,584
+7,952
+6% +$151K 1.15% 24
2021
Q2 		$2.35M Buy
128,632
+16,920
+15% +$293K 1.06% 25
2021
Q1 		$1.81M Buy
111,712
+5,568
+5% +$90.6K 0.9% 29
2020
Q4 		$1.7M Buy
106,144
+6,192
+6% +$93.9K 1% 28
2020
Q3 		$1.44M Buy
99,952
+8,712
+10% +$121K 1.65% 17
2020
Q2 		$1.16M Buy
91,240
+18,152
+25% +$212K 1.43% 17
2020
Q1 		$728K Sell
73,088
-240
-0.3% -$2.74K 0.67% 40
2019
Q4 		$852K Buy
73,328
+13,384
+22% +$148K 0.58% 46
2019
Q3 		$629K Buy
59,944
+25,656
+75% +$270K 0.47% 52
2019
Q2 		$357K Buy
34,288
+4,008
+13% +$40.7K 0.29% 69
2019
Q1 		$301K Buy
30,280
+4,176
+16% +$39.5K 0.23% 77
2018
Q4 		$225K Buy
26,104
+4,296
+20% +$40K 0.19% 85
2018
Q3 		$224K Buy
+21,808
New +$217K 0.16% 92

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Westbourne Investment Advisors's SCHG Position: Q1 2026 in Review

Westbourne Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.2% in Q1 2026, buying an estimated $293K and bringing the position to 235,089 shares worth $6.85M. The position accounts for 2% of the portfolio, ranked #17.

Westbourne Investment Advisors first reported a position in SCHG in Q3 2018 and has held it in 31 quarters since. The position peaked at $7.36M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Westbourne Investment Advisors held 235,089 shares of Schwab US Large-Cap Growth ETF worth $6.85M as of Q1 2026.
  • Westbourne Investment Advisors bought 9,430 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $293K.
  • Schwab US Large-Cap Growth ETF made up 2% of Westbourne Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Westbourne Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 31 quarters since.
  • Westbourne Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $7.36M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Westbourne Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.