Oxinas Partners Wealth Management’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$373K	Buy
2025 Q1	$320K	Buy
2024 Q4	$302K	Sell
2024 Q3	$272K	Sell
2024 Q2	$372K	Sell
2024 Q1	$372K	Sell
2023 Q4	$367K	Buy
2023 Q3	$292K	Sell
2023 Q2	$442K	Sell
2023 Q1	$550K	Buy