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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.7M	Buy	69,563 +455	+0.7%	+$11.1K	0.91%	37
2025 Q1	$1.53M	Sell	69,108 -465	-0.7%	-$10.3K	0.92%	39
2024 Q4	$1.61M	Buy	+69,573	New	+$1.61M	0.95%	31