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
2026 Q2	$247K	Buy	2,672 +3	+0.1%	+$274	0.1%	132
2026 Q1	$251K	Buy	2,669 +78	+3%	+$7.65K	0.11%	122
2025 Q4	$259K	Sell	2,591 -1,498	-37%	-$142K	0.12%	114
2025 Q3	$390K	Buy	4,089 +2	+0%	+$190	0.21%	84
2025 Q2	$373K	Buy	4,087 +3	+0.1%	+$251	0.19%	92
2025 Q1	$320K	Buy	4,084 +2	+0%	+$157	0.19%	89
2024 Q4	$302K	Sell	4,082 -114	-3%	-$8.53K	0.18%	95
2024 Q3	$272K	Sell	4,196 -856	-17%	-$56.2K	0.17%	96
2024 Q2	$372K	Sell	5,052 -96	-2%	-$7.09K	0.25%	79
2024 Q1	$372K	Sell	5,148 -182	-3%	-$12K	0.24%	83
2023 Q4	$367K	Buy	5,330 +6	+0.1%	+$347	0.26%	79
2023 Q3	$292K	Sell	5,324 -2,482	-32%	-$150K	0.22%	78
2023 Q2	$442K	Sell	7,806 -2,703	-26%	-$142K	0.29%	70
2023 Q1	$550K	Buy	+10,509	New	+$770K	0.4%	59

Other funds holding SCHW

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM