Oxinas Partners Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History
Oxinas Partners Wealth Management LLC
- $150 Million
- Q1 2024
A detailed history of Oxinas Partners Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 3,869 shares of SCHB stock, worth $247,693. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,869
Previous 4,019
3.73%
Holding current value
$247,693
Previous $223,000
5.83%
% of portfolio
0.16%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.6MShares$231 Million18.06% of portfolio
-
Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio