Schwab Strategic Tr cmn shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 41k | 75.98 |
| 2023-12-31 | $2.9M | 41k | 70.10 |
| 2023-09-30 | $2.4M | 38k | 64.46 |
| 2023-06-30 | $2.6M | 38k | 67.09 |
| 2023-03-31 | $2.5M | 39k | 65.58 |
| 2022-12-31 | $2.5M | 37k | 66.02 |
| 2022-09-30 | $915k | 16k | 58.47 |
| 2018-12-31 | $4.0k | 92 | 43.48 |
More positions owned by Brandywine Oak Private Wealth
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