Oxinas Partners Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Oxinas Partners Wealth Management LLC

$157 Million
Q3 2024

A detailed history of Oxinas Partners Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 30,881 shares of SCHD stock, worth $836,257. This represents 1.66% of its overall portfolio holdings.

Number of Shares

30,881

Previous 9,946 210.49%

Holding current value

$836,257

Previous $773,000 237.65%

% of portfolio

1.66%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $1.61 Million - $1.78 Million	20,935 Added 210.49%	30,881 $2.61 Million
Q2 2024 Aug 01, 2024	BUY	$75.81 - $80.15 $343,343 - $362,999	4,529 Added 83.61%	9,946 $773,000
Q1 2024 Apr 18, 2024	SELL	$75.25 - $80.63 $81,495 - $87,322	-1,083 Reduced 16.66%	5,417 $436,000
Q4 2023 Jan 22, 2024	BUY	$66.9 - $76.32 $25,221 - $28,772	377 Added 6.16%	6,500 $494,000
Q3 2023 Oct 25, 2023	BUY	$70.63 - $75.66 $49,723 - $53,264	704 Added 12.99%	6,123 $433,000
Q2 2023 Jul 14, 2023	BUY	$69.18 - $73.94 $374,886 - $400,680	5,419 New	5,419 $393,000

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Oxinas Partners Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History