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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.34M	Buy	80,353 +1,821	+2%	+$56.6K	1.11%	28
2025 Q4	$2.56M	Buy	78,532 +2,081	+3%	+$67.7K	1.19%	30
2025 Q3	$2.55M	Sell	76,451 -10,643	-12%	-$324K	1.22%	29
2025 Q2	$2.54M	Buy	87,094 +2,502	+3%	+$66.2K	1.36%	23
2025 Q1	$2.12M	Buy	84,592 +42,760	+102%	+$1.17M	1.28%	24
2024 Q4	$1.17M	Buy	+41,832	New	+$1.14M	0.69%	41

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Westbourne Investments's SCHG Position: Q1 2026 in Review

Westbourne Investments increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q1 2026, buying an estimated $56.6K and bringing the position to 80,353 shares worth $2.34M. The position accounts for 1.11% of the portfolio, ranked #28.

Westbourne Investments first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.56M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Westbourne Investments held 80,353 shares of Schwab US Large-Cap Growth ETF worth $2.34M as of Q1 2026.
Westbourne Investments bought 1,821 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $56.6K.
Schwab US Large-Cap Growth ETF made up 1.11% of Westbourne Investments's portfolio in Q1 2026, its #28 holding.
Westbourne Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Westbourne Investments's Schwab US Large-Cap Growth ETF position peaked at $2.56M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.