Oxinas Partners Wealth Management LLC Schwab Strategic Tr Us Large C 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 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
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.4 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.31 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.86 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$833 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$690 Million24.51% of portfolio