Brandywine Oak Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Brandywine Oak Private Wealth’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.61M	Buy	132,340 +4,605	+4%	+$152K	0.35%	37
2026 Q1	$3.9M	Buy	127,735 +524	+0.4%	+$16.3K	0.33%	39
2025 Q4	$3.77M	Hold	127,211	–	–	0.32%	43
2025 Q3	$3.7M	Buy	127,211 +298	+0.2%	+$8.47K	0.32%	41
2025 Q2	$3.51M	Buy	126,913 +5,455	+4%	+$143K	0.33%	45
2025 Q1	$3.23M	Hold	121,458	–	–	0.32%	43
2024 Q4	$3.17M	Hold	121,458	–	–	0.31%	45
2024 Q3	$3.25M	Sell	121,458 -585	-0.5%	-$15K	0.31%	44
2024 Q2	$3.01M	Hold	122,043	–	–	0.31%	44
2024 Q1	$3.09M	Hold	122,043	–	–	0.32%	44
2023 Q4	$2.85M	Buy	122,043 +8,100	+7%	+$177K	0.32%	44
2023 Q3	$2.45M	Sell	113,943 -672	-0.6%	-$15.1K	0.29%	51
2023 Q2	$2.56M	Sell	114,615 -924	-0.8%	-$20.2K	0.29%	51
2023 Q1	$2.53M	Buy	115,539 +3,933	+4%	+$87.4K	0.29%	50
2022 Q4	$2.46M	Buy	111,606 +64,656	+138%	+$1.4M	0.31%	53
2022 Q3	$915K	Buy	+46,950	New	+$1.01M	0.12%	100
2019 Q1	–	Sell	-276	Closed	-$4K	–	546
2018 Q4	$4K	Buy	+276	New	+$4.88K	﹤0.01%	588

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Brandywine Oak Private Wealth's SCHV Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.6% in Q2 2026, buying an estimated $152K and bringing the position to 132,340 shares worth $4.61M. The position accounts for 0.35% of the portfolio, ranked #37.

Brandywine Oak Private Wealth first reported a position in SCHV in Q4 2018 and has held it in 17 quarters since. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Brandywine Oak Private Wealth held 132,340 shares of Schwab US Large-Cap Value ETF worth $4.61M as of Q2 2026.
Brandywine Oak Private Wealth bought 4,605 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $152K.
Schwab US Large-Cap Value ETF made up 0.35% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #37 holding.
Brandywine Oak Private Wealth first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and has held it in 17 quarters since.
987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.