WI
SCHV

Westbourne Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Westbourne Investments’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$908K Sell
29,778
-15
-0.1% -$467 0.43% 62
2025
Q4 		$882K Sell
29,793
-755
-2% -$22.1K 0.41% 62
2025
Q3 		$886K Sell
30,548
-270
-0.9% -$7.67K 0.42% 60
2025
Q2 		$853K Sell
30,818
-1,100
-3% -$28.9K 0.45% 58
2025
Q1 		$848K Sell
31,918
-860
-3% -$23.1K 0.51% 56
2024
Q4 		$855K Buy
+32,778
New +$885K 0.5% 52

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Westbourne Investments's SCHV Position: Q1 2026 in Review

Westbourne Investments reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.05% in Q1 2026, selling an estimated $467 and leaving 29,778 shares worth $908K. The position accounts for 0.43% of the portfolio, ranked #62.

Westbourne Investments first reported a position in SCHV in Q4 2024 and has held it in 6 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Westbourne Investments held 29,778 shares of Schwab US Large-Cap Value ETF worth $908K as of Q1 2026.
  • Westbourne Investments sold 15 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $467.
  • Schwab US Large-Cap Value ETF made up 0.43% of Westbourne Investments's portfolio in Q1 2026, its #62 holding.
  • Westbourne Investments first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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