Brandywine Oak Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $3.66M | Buy |
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|
2024
Q3 | $3.42M | Sell |
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|
2024
Q2 | $3.31M | Hold |
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|
2024
Q1 | $3.05M | Buy |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.37M | Buy |
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|
2023
Q2 | $2.44M | Buy |
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|
2023
Q1 | $2.12M | Sell |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $255K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
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