Westbourne Investment Advisors, Inc.'s ownership history for SCHW

Westbourne Investment Advisors, Inc. currently holds 122.0K shares with a market value of $11.5M. It started holding SCHW on 2024-09-30. At its peak, it held 125.5K shares on 2025-03-31. Its highest holding value was $12.2M on 2025-12-31. At its lowest, it held 121.7K shares on 2024-09-30, with a value of $7.9K on 2024-09-30. In the recent 180 days, Westbourne Investment Advisors, Inc. has decreased its shares by 102. In the recent year, Westbourne Investment Advisors, Inc. has decreased its shares by 3.5K.