OPWM
SCHB icon

Oxinas Partners Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Oxinas Partners Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,787
Closed -$247K – 126
2024
Q2 		$247K Buy
11,787
+180
+2% +$3.65K 0.16% 106
2024
Q1 		$236K Sell
11,607
-450
-4% -$8.71K 0.15% 110
2023
Q4 		$224K Sell
12,057
-321
-3% -$5.54K 0.16% 108
2023
Q3 		$206K Sell
12,378
-429
-3% -$7.42K 0.15% 109
2023
Q2 		$221K Sell
12,807
-21
-0.2% -$342 0.14% 111
2023
Q1 		$205K Sell
12,828
-606
-5% -$9.47K 0.15% 104
2022
Q4 		$201K Sell
13,434
-6,723
-33% -$101K 0.17% 94
2022
Q3 		$282K Sell
20,157
-109,272
-84% -$1.7M 0.23% 71
2022
Q2 		$1.91M Buy
129,429
+63,372
+96% +$1.02M 1.45% 22
2022
Q1 		$1.18M Sell
66,057
-23,625
-26% -$415K 0.74% 35
2021
Q4 		$1.69M Buy
+89,682
New +$1.65M 0.96% 27

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Oxinas Partners Wealth Management's SCHB Position: Q3 2024 in Review

Oxinas Partners Wealth Management sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 11,787 shares — an estimated $247K sold.

Oxinas Partners Wealth Management first reported a position in SCHB in Q4 2021 and held it in 11 quarters. The position peaked at $1.91M in Q2 2022. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Oxinas Partners Wealth Management reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 11,787 Schwab US Broad Market ETF shares in Q3 2024, an estimated $247K.
  • Oxinas Partners Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and held it in 11 quarters.
  • Oxinas Partners Wealth Management's Schwab US Broad Market ETF position peaked at $1.91M in Q2 2022.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.