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Westbourne Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Westbourne Investments’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,580
Closed -$248K – 150
2024
Q4 		$248K Buy
+9,580
New +$248K 0.15% 107