Oxinas Partners Wealth Management LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 5,417 shares of SCHD stock, worth $417,596. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,417
Previous 6,500 16.66%
Holding current value
$417,596
Previous $494,000 11.74%
% of portfolio
0.29%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,644
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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