Oxinas Partners Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$214K	Buy	+7,277	New	+$208K	0.08%	143
2025 Q4	–	Sell	-7,963	Closed	-$210K	–	137
2025 Q3	$210K	Buy	+7,963	New	+$202K	0.11%	122
2024 Q3	–	Sell	-12,906	Closed	-$276K	–	127
2024 Q2	$276K	Sell	12,906 -327	-2%	-$6.76K	0.18%	101
2024 Q1	$274K	Buy	13,233 +24	+0.2%	+$472	0.18%	101
2023 Q4	$248K	Sell	13,209 -912	-6%	-$16K	0.18%	96
2023 Q3	$238K	Buy	14,121 +33	+0.2%	+$579	0.18%	96
2023 Q2	$246K	Sell	14,088 -9,666	-41%	-$160K	0.16%	103
2023 Q1	$383K	Buy	23,754 +3,696	+18%	+$58.2K	0.28%	74
2022 Q4	$302K	Buy	+20,058	New	+$304K	0.26%	69

Other funds holding SCHX

Wealth Enhancement Advisory Services

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

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return