Oxinas Partners Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
4,087
+3
| +0.1% | +$274 | 0.19% | 92 |
|
|
2025
Q1 | $320K | Buy |
4,084
+2
| +0% | +$157 | 0.19% | 89 |
|
|
2024
Q4 | $302K | Sell |
4,082
-114
| -3% | -$8.44K | 0.18% | 95 |
|
|
2024
Q3 | $272K | Sell |
4,196
-856
| -17% | -$55.5K | 0.17% | 96 |
|
|
2024
Q2 | $372K | Sell |
5,052
-96
| -2% | -$7.07K | 0.25% | 79 |
|
|
2024
Q1 | $372K | Sell |
5,148
-182
| -3% | -$13.2K | 0.24% | 83 |
|
|
2023
Q4 | $367K | Buy |
5,330
+6
| +0.1% | +$413 | 0.26% | 79 |
|
|
2023
Q3 | $292K | Sell |
5,324
-2,482
| -32% | -$136K | 0.22% | 78 |
|
|
2023
Q2 | $442K | Sell |
7,806
-2,703
| -26% | -$153K | 0.29% | 70 |
|
|
2023
Q1 | $550K | Buy |
+10,509
| New | +$550K | 0.4% | 59 |
|