Schwab U S Large Cap Growth ETF shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 133k | 31.91 |
| 2025-06-30 | $3.7M | 128k | 29.21 |
| 2025-03-31 | $3.2M | 128k | 25.04 |
| 2024-12-31 | $3.7M | 131k | 27.87 |
| 2024-09-30 | $3.4M | 33k | 104.18 |
| 2024-06-30 | $3.3M | 33k | 100.84 |
| 2024-03-31 | $3.0M | 33k | 92.72 |
| 2023-12-31 | $2.7M | 33k | 82.96 |
| 2023-09-30 | $2.4M | 33k | 72.72 |
| 2023-06-30 | $2.4M | 33k | 74.95 |
| 2023-03-31 | $2.1M | 33k | 65.17 |
| 2022-12-31 | $2.1M | 37k | 55.56 |
| 2022-09-30 | $255k | 4.6k | 55.60 |
| 2018-12-31 | $3.0k | 54 | 55.56 |
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