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Schwab Strategic Tr us lrg cap etf shares owned by Brandywine Oak Private Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Brandywine Oak Private Wealth from 13F filings

Historical chart of Brandywine Oak Private Wealth investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Brandywine Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 54k 29.43

More positions owned by Brandywine Oak Private Wealth

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust St Str P500val (SPYV)
Apple (AAPL)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust ST STR SP600SM C (SLYV)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Global Reit Etf (REET)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Brandywine Oak Private Wealth

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