Brandywine Oak Private Wealth LLC SCHO Holdings History
Brandywine Oak Private Wealth LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Brandywine Oak Private Wealth LLC held 1.37 Mil shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $33.46 Mil. This investment constitutes 3.28% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.31% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2018Q4. And since then Brandywine Oak Private Wealth LLC has made 14 purchases of SCHO, at an average price of $41.06, for a total of 2.07 Mil shares. In addition, there have been 11 sales at an average price of $47.22 for 697,302.00 shares. Based on historical transaction data and SCHO's current price of $24.31, Brandywine Oak Private Wealth LLC's estimated gain on his SCHO holdings is $-18.72 Mil, reflecting a -22.01% gain to date.
Brandywine Oak Private Wealth LLC SCHO ($24.31) Holding Chart
Brandywine Oak Private Wealth LLC SCHO ($24.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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