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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,580
Closed -$248K – 152
2024
Q4 		$248K Buy
+9,580
New +$255K 0.15% 107

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Westbourne Investments's SCHA Position: Q1 2025 in Review

Westbourne Investments sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 9,580 shares — an estimated $248K sold.

Westbourne Investments first reported a position in SCHA in Q4 2024 and held it in 1 quarter. The position peaked at $248K in Q4 2024. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Westbourne Investments reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Westbourne Investments sold 9,580 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $248K.
  • Westbourne Investments first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 1 quarter.
  • Westbourne Investments's Schwab U.S Small- Cap ETF position peaked at $248K in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Westbourne Investments's 13F filing for Q1 2025, filed 21 May 2025.