OPWM
SCHW

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Oxinas Partners Wealth Management's SCHW Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its Charles Schwab (SCHW) stake by 0.11% in Q2 2026, buying an estimated $274 and bringing the position to 2,672 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #132.

Oxinas Partners Wealth Management first reported a position in SCHW in Q1 2023 and has held it in 14 quarters since. The position peaked at $550K in Q1 2023. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Oxinas Partners Wealth Management held 2,672 shares of Charles Schwab worth $247K as of Q2 2026.
  • Oxinas Partners Wealth Management bought 3 Charles Schwab shares in Q2 2026, an estimated $274.
  • Charles Schwab made up 0.1% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Oxinas Partners Wealth Management first reported a position in Charles Schwab in Q1 2023 and has held it in 14 quarters since.
  • Oxinas Partners Wealth Management's Charles Schwab position peaked at $550K in Q1 2023.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.