Oxinas Partners Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Oxinas Partners Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-157,483	Closed	-$4.32M	–	148
2025 Q4	$4.32M	Buy	157,483 +10,812	+7%	+$294K	2.08%	15
2025 Q3	$4M	Buy	146,671 +11,002	+8%	+$300K	2.14%	14
2025 Q2	$3.6M	Buy	135,669 +6,346	+5%	+$166K	1.85%	16
2025 Q1	$3.62M	Buy	129,323 +21,589	+20%	+$602K	2.14%	14
2024 Q4	$2.94M	Buy	107,734 +15,091	+16%	+$429K	1.73%	17
2024 Q3	$2.61M	Buy	92,643 +62,805	+210%	+$1.71M	1.6%	18
2024 Q2	$773K	Buy	29,838 +13,587	+84%	+$354K	0.51%	52
2024 Q1	$437K	Sell	16,251 -3,249	-17%	-$83.9K	0.28%	73
2023 Q4	$495K	Buy	19,500 +1,131	+6%	+$27K	0.35%	61
2023 Q3	$433K	Buy	18,369 +2,112	+13%	+$51.8K	0.32%	62
2023 Q2	$394K	Buy	+16,257	New	+$388K	0.26%	78

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Oxinas Partners Wealth Management's SCHD Position: Q1 2026 in Review

Oxinas Partners Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 157,483 shares — an estimated $4.32M sold.

Oxinas Partners Wealth Management first reported a position in SCHD in Q2 2023 and held it in 11 quarters. The position peaked at $4.32M in Q4 2025. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Oxinas Partners Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Oxinas Partners Wealth Management sold 157,483 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.32M.
Oxinas Partners Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 11 quarters.
Oxinas Partners Wealth Management's Schwab US Dividend Equity ETF position peaked at $4.32M in Q4 2025.
2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.