Westbourne Investments’s Schwab US Broad Market ETF SCHB Stock Holding History

Westbourne Investments’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.54M	Sell	53,207 -1,330	-2%	-$37.2K	0.63%	44
2026 Q1	$1.37M	Buy	54,537 +316	+0.6%	+$8.29K	0.65%	52
2025 Q4	$1.42M	Sell	54,221 -1,565	-3%	-$40.7K	0.66%	45
2025 Q3	$1.48M	Sell	55,786 -10,378	-16%	-$257K	0.71%	46
2025 Q2	$1.58M	Sell	66,164 -128	-0.2%	-$2.82K	0.84%	43
2025 Q1	$1.43M	Sell	66,292 -1,070	-2%	-$24.3K	0.86%	42
2024 Q4	$1.53M	Buy	+67,362	New	+$1.54M	0.9%	35

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Westbourne Investments's SCHB Position: Q2 2026 in Review

Westbourne Investments reduced its Schwab US Broad Market ETF (SCHB) stake by 2.4% in Q2 2026, selling an estimated $37.2K and leaving 53,207 shares worth $1.54M. The position accounts for 0.63% of the portfolio, ranked #44.

Westbourne Investments first reported a position in SCHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Westbourne Investments held 53,207 shares of Schwab US Broad Market ETF worth $1.54M as of Q2 2026.
Westbourne Investments sold 1,330 Schwab US Broad Market ETF shares in Q2 2026, an estimated $37.2K.
Schwab US Broad Market ETF made up 0.63% of Westbourne Investments's portfolio in Q2 2026, its #44 holding.
Westbourne Investments first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 7 quarters since.
Westbourne Investments's Schwab US Broad Market ETF position peaked at $1.58M in Q2 2025.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.