WIA
SCHV

Westbourne Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Westbourne Investment Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.77M Buy
189,297
+6,682
+4% +$208K 1.68% 22
2025
Q4 		$5.41M Buy
182,615
+8,916
+5% +$261K 1.49% 24
2025
Q3 		$5.06M Buy
173,699
+25,316
+17% +$719K 1.41% 26
2025
Q2 		$4.11M Buy
148,383
+2,916
+2% +$76.6K 1.25% 25
2025
Q1 		$3.87M Buy
145,467
+11,197
+8% +$301K 1.37% 27
2024
Q4 		$3.5M Buy
134,270
+17,576
+15% +$475K 1.2% 30
2024
Q3 		$3.13M Buy
116,694
+3,756
+3% +$96.5K 1.09% 29
2024
Q2 		$2.79M Buy
112,938
+10,971
+11% +$271K 1.01% 30
2024
Q1 		$2.58M Buy
101,967
+3,555
+4% +$85.2K 0.95% 31
2023
Q4 		$2.3M Buy
98,412
+1,389
+1% +$30.4K 0.92% 31
2023
Q3 		$2.08M Buy
97,023
+19,455
+25% +$437K 0.96% 30
2023
Q2 		$1.74M Buy
77,568
+1,164
+2% +$25.4K 0.78% 33
2023
Q1 		$1.67M Sell
76,404
-6,273
-8% -$139K 0.81% 33
2022
Q4 		$1.82M Buy
82,677
+3,663
+5% +$79.3K 0.92% 31
2022
Q3 		$1.54M Buy
79,014
+1,605
+2% +$34.6K 0.82% 34
2022
Q2 		$1.61M Sell
77,409
-1,530
-2% -$34.3K 1% 29
2022
Q1 		$1.88M Buy
78,939
+3,540
+5% +$83.8K 0.78% 32
2021
Q4 		$1.84M Buy
75,399
+6,225
+9% +$147K 0.72% 37
2021
Q3 		$1.56M Buy
69,174
+2,064
+3% +$47.7K 0.71% 38
2021
Q2 		$1.53M Buy
67,110
+9,093
+16% +$206K 0.69% 37
2021
Q1 		$1.26M Buy
58,017
+4,437
+8% +$92.4K 0.63% 40
2020
Q4 		$1.06M Buy
53,580
+3,876
+8% +$72.5K 0.62% 37
2020
Q3 		$865K Buy
49,704
+4,938
+11% +$86.4K 0.99% 21
2020
Q2 		$748K Buy
44,766
+8,097
+22% +$132K 0.92% 24
2020
Q1 		$541K Buy
36,669
+774
+2% +$14.2K 0.5% 50
2019
Q4 		$719K Buy
35,895
+8,568
+31% +$166K 0.49% 52
2019
Q3 		$517K Buy
27,327
+10,827
+66% +$203K 0.39% 60
2019
Q2 		$309K Buy
16,500
+405
+3% +$7.49K 0.25% 73
2019
Q1 		$294K Buy
16,095
+507
+3% +$9K 0.23% 78
2018
Q4 		$256K Buy
15,588
+1,350
+9% +$23.9K 0.22% 81
2018
Q3 		$266K Buy
14,238
+2,229
+19% +$41.3K 0.19% 84
2018
Q2 		$213K Buy
12,009
+324
+3% +$5.78K 0.18% 87
2018
Q1 		$206K Buy
11,685
+345
+3% +$6.32K 0.16% 98
2017
Q4 		$207K Buy
+11,340
New +$202K 0.16% 99
2016
Q3 		– Sell
-8,445
Closed -$126K – 126
2016
Q2 		$126K Buy
+8,445
New +$124K 0.11% 121

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Westbourne Investment Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.7% in Q1 2026, buying an estimated $208K and bringing the position to 189,297 shares worth $5.77M. The position accounts for 1.68% of the portfolio, ranked #22.

Westbourne Investment Advisors first reported a position in SCHV in Q2 2016 and has held it in 35 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Westbourne Investment Advisors held 189,297 shares of Schwab US Large-Cap Value ETF worth $5.77M as of Q1 2026.
  • Westbourne Investment Advisors bought 6,682 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $208K.
  • Schwab US Large-Cap Value ETF made up 1.68% of Westbourne Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • Westbourne Investment Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2016 and has held it in 35 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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