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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
Q2 		$1.68M Sell
57,065
-2,492
-4% -$71.2K 0.68% 41
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Westbourne Investments's SCHX Position: Q2 2026 in Review

Westbourne Investments reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.2% in Q2 2026, selling an estimated $71.2K and leaving 57,065 shares worth $1.68M. The position accounts for 0.68% of the portfolio, ranked #41.

Westbourne Investments first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q2 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Westbourne Investments held 57,065 shares of Schwab US Large- Cap ETF worth $1.68M as of Q2 2026.
  • Westbourne Investments sold 2,492 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $71.2K.
  • Schwab US Large- Cap ETF made up 0.68% of Westbourne Investments's portfolio in Q2 2026, its #41 holding.
  • Westbourne Investments first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Westbourne Investments's Schwab US Large- Cap ETF position peaked at $1.7M in Q2 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.