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

Westbourne Investments’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.54M Buy
87,094
+2,502
+3% +$73.1K 1.36% 23
2025
Q1 		$2.12M Buy
84,592
+42,760
+102% +$1.07M 1.28% 24
2024
Q4 		$1.17M Buy
+41,832
New +$1.17M 0.69% 41