Brandywine Oak Private Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
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2025
Q1 | $3.23M | Hold |
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|
2024
Q4 | $3.17M | Hold |
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|
2024
Q3 | $3.25M | Sell |
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|
2024
Q2 | $3.01M | Hold |
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|
2024
Q1 | $3.09M | Hold |
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|
2023
Q4 | $2.85M | Buy |
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|
2023
Q3 | $2.45M | Sell |
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|
2023
Q2 | $2.56M | Sell |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q4 | $2.46M | Buy |
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|
2022
Q3 | $915K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
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