Brandywine Oak Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Brandywine Oak Private Wealth LLC

  • $1.02 Billion
  • Q4 2024

A detailed history of Brandywine Oak Private Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 131,270 shares of SCHG stock, worth $3.32 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
131,270
Previous 32,817 300.01%
Holding current value
$3.32 Million
Previous $3.42 Million 7.02%
% of portfolio
0.36%
Previous 0.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$25.93 - $105.3 $2.55 Million - $10.4 Million
98,453 Added 300.01%
131,270 $3.66 Million
Q3 2024

Nov 07, 2024
SELL
$92.63 - $105.69 $2,315 - $2,642
-25 Reduced 0.08%
32,817 $3.42 Million
Q1 2024

May 07, 2024
BUY
$80.6 - $93.32 $80 - $93
1 Added 0.0%
32,842 $3.05 Million
Q4 2023

Feb 05, 2024
BUY
$70.08 - $83.37 $19,342 - $23,010
276 Added 0.85%
32,841 $2.72 Million
Q3 2023

Nov 14, 2023
BUY
$71.99 - $78.02 $71 - $78
1 Added 0.0%
32,565 $2.37 Million
Q2 2023

Aug 11, 2023
BUY
$63.6 - $74.95 $63 - $74
1 Added 0.0%
32,564 $2.44 Million
Q1 2023

May 10, 2023
SELL
$54.19 - $65.17 $263,959 - $317,443
-4,871 Reduced 13.01%
32,563 $2.12 Million
Q4 2022

Feb 06, 2023
BUY
$54.31 - $60.76 $1.78 Million - $2 Million
32,848 Added 716.27%
37,434 $2.08 Million
Q3 2022

Nov 10, 2022
BUY
$55.81 - $69.25 $255,944 - $317,580
4,586 New
4,586 $255,000
Q1 2019

May 09, 2019
SELL
N/A
-54 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
54 New
54 $3,000

Others Institutions Holding SCHG

# of Institutions
1,483
Shares Held
706M
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Brandywine Oak Private Wealth LLC Portfolio

Follow Brandywine Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email