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 $3.27 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

121,458

Previous 40,486 200.0%

Holding current value

$3.27 Million

Previous $3.25 Million 2.67%

% of portfolio

0.31%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

884

Shares Held

322M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
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Brandywine Oak Private Wealth LLC Schwab Strategic Tr Us Large C Transaction History