BOPW
Brandywine Oak Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
128,257
+787
| +0.6% | +$23K | 0.35% | 40 |
|
|
2025
Q1 | $3.19M | Sell |
127,470
-3,800
| -3% | -$95.2K | 0.31% | 44 |
|
|
2024
Q4 | $3.66M | Buy |
131,270
+98,453
| +300% | +$2.74M | 0.36% | 40 |
|
|
2024
Q3 | $3.42M | Sell |
32,817
-25
| -0.1% | -$2.61K | 0.33% | 41 |
|
|
2024
Q2 | $3.31M | Hold |
32,842
| – | – | 0.34% | 41 |
|
|
2024
Q1 | $3.05M | Buy |
32,842
+1
| +0% | +$93 | 0.32% | 45 |
|
|
2023
Q4 | $2.72M | Buy |
32,841
+276
| +0.8% | +$22.9K | 0.3% | 46 |
|
|
2023
Q3 | $2.37M | Buy |
32,565
+1
| +0% | +$73 | 0.28% | 51 |
|
|
2023
Q2 | $2.44M | Buy |
32,564
+1
| +0% | +$75 | 0.27% | 54 |
|
|
2023
Q1 | $2.12M | Sell |
32,563
-4,871
| -13% | -$317K | 0.25% | 60 |
|
|
2022
Q4 | $2.08M | Buy |
37,434
+32,848
| +716% | +$1.83M | 0.26% | 59 |
|
|
2022
Q3 | $255K | Buy |
+4,586
| New | +$255K | 0.03% | 231 |
|
|
2019
Q1 | – | Sell |
-54
| Closed | -$3K | – | 546 |
|
|
2018
Q4 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 623 |
|