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

Westbourne Investments’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.53M	Sell	59,557 -1,100	-2%	-$29.5K	0.73%	47
2025 Q4	$1.63M	Sell	60,657 -890	-1%	-$23.8K	0.76%	43
2025 Q3	$1.67M	Sell	61,547 -8,016	-12%	-$204K	0.8%	43
2025 Q2	$1.7M	Buy	69,563 +455	+0.7%	+$10.3K	0.91%	37
2025 Q1	$1.53M	Sell	69,108 -465	-0.7%	-$10.8K	0.92%	39
2024 Q4	$1.61M	Buy	+69,573	New	+$1.62M	0.95%	31

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Westbourne Investments's SCHX Position: Q1 2026 in Review

Westbourne Investments reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q1 2026, selling an estimated $29.5K and leaving 59,557 shares worth $1.53M. The position accounts for 0.73% of the portfolio, ranked #47.

Westbourne Investments first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.7M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Westbourne Investments held 59,557 shares of Schwab US Large- Cap ETF worth $1.53M as of Q1 2026.
Westbourne Investments sold 1,100 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $29.5K.
Schwab US Large- Cap ETF made up 0.73% of Westbourne Investments's portfolio in Q1 2026, its #47 holding.
Westbourne Investments first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Westbourne Investments's Schwab US Large- Cap ETF position peaked at $1.7M in Q2 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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