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 121,458 shares of SCHV stock, worth $3.29 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
121,458
Previous 40,486 200.0%
Holding current value
$3.29 Million
Previous $3.25 Million 2.67%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Jan 27, 2025
BUY
$25.79 - $80.4 $2.09 Million - $6.51 Million
80,972 Added 200.0%
121,458 $3.17 Million
Q3 2024

Nov 07, 2024
SELL
$73.43 - $80.37 $14,318 - $15,672
-195 Reduced 0.48%
40,486 $3.25 Million
Q4 2023

Feb 05, 2024
BUY
$61.16 - $70.24 $165,132 - $189,648
2,700 Added 7.11%
40,681 $2.85 Million
Q3 2023

Nov 14, 2023
SELL
$64.45 - $69.39 $14,436 - $15,543
-224 Reduced 0.59%
37,981 $2.45 Million
Q2 2023

Aug 11, 2023
SELL
$63.33 - $67.21 $19,505 - $20,700
-308 Reduced 0.8%
38,205 $2.56 Million
Q1 2023

May 10, 2023
BUY
$62.59 - $69.3 $82,055 - $90,852
1,311 Added 3.52%
38,513 $2.53 Million
Q4 2022

Feb 06, 2023
BUY
$59.13 - $69.24 $1.27 Million - $1.49 Million
21,552 Added 137.71%
37,202 $2.46 Million
Q3 2022

Nov 10, 2022
BUY
$58.51 - $69.02 $915,681 - $1.08 Million
15,650 New
15,650 $915,000
Q1 2019

May 09, 2019
SELL
N/A
-92 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
92 New
92 $4,000

Others Institutions Holding SCHV

# of Institutions
846
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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