A detailed history of Oxinas Partners Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 4,411 shares of SCHX stock, worth $289,229. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,411
Previous 4,403 0.18%
Holding current value
$289,229
Previous $248,000 10.08%
% of portfolio
0.18%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$55.41 - $62.08 $443 - $496
8 Added 0.18%
4,411 $273,000
Q4 2023

Jan 22, 2024

SELL
$48.47 - $56.6 $14,734 - $17,206
-304 Reduced 6.46%
4,403 $248,000
Q3 2023

Oct 25, 2023

BUY
$50.36 - $54.21 $553 - $596
11 Added 0.23%
4,707 $238,000
Q2 2023

Jul 14, 2023

SELL
$47.67 - $52.37 $153,592 - $168,736
-3,222 Reduced 40.69%
4,696 $245,000
Q1 2023

Apr 12, 2023

BUY
$44.78 - $49.41 $55,168 - $60,873
1,232 Added 18.43%
7,918 $382,000
Q4 2022

Jan 17, 2023

BUY
$44.01 - $48.16 $294,250 - $321,997
6,686 New
6,686 $0

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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