BOPW
Brandywine Oak Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
126,913
+5,455
| +4% | +$151K | 0.33% | 45 |
|
|
2025
Q1 | $3.23M | Hold |
121,458
| – | – | 0.32% | 43 |
|
|
2024
Q4 | $3.17M | Buy |
121,458
+80,972
| +200% | +$2.11M | 0.31% | 45 |
|
|
2024
Q3 | $3.25M | Sell |
40,486
-195
| -0.5% | -$15.7K | 0.31% | 44 |
|
|
2024
Q2 | $3.01M | Hold |
40,681
| – | – | 0.31% | 44 |
|
|
2024
Q1 | $3.09M | Hold |
40,681
| – | – | 0.32% | 44 |
|
|
2023
Q4 | $2.85M | Buy |
40,681
+2,700
| +7% | +$189K | 0.32% | 44 |
|
|
2023
Q3 | $2.45M | Sell |
37,981
-224
| -0.6% | -$14.4K | 0.29% | 50 |
|
|
2023
Q2 | $2.56M | Sell |
38,205
-308
| -0.8% | -$20.7K | 0.29% | 51 |
|
|
2023
Q1 | $2.53M | Buy |
38,513
+1,311
| +4% | +$86K | 0.29% | 50 |
|
|
2022
Q4 | $2.46M | Buy |
37,202
+21,552
| +138% | +$1.42M | 0.31% | 53 |
|
|
2022
Q3 | $915K | Buy |
+15,650
| New | +$915K | 0.12% | 100 |
|
|
2019
Q1 | – | Sell |
-92
| Closed | -$4K | – | 548 |
|
|
2018
Q4 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 588 |
|