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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Oxinas Partners Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,277 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #143 among its holdings. This is a return to the name: Oxinas Partners Wealth Management previously reported a position in SCHX as recently as Q3 2025.

Oxinas Partners Wealth Management first reported a position in SCHX in Q4 2022 and has held it in 9 quarters since. The position peaked at $383K in Q1 2023. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Oxinas Partners Wealth Management held 7,277 shares of Schwab US Large- Cap ETF worth $214K as of Q2 2026.
Schwab US Large- Cap ETF was a new Oxinas Partners Wealth Management position in Q2 2026.
Schwab US Large- Cap ETF made up 0.08% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #143 holding.
Oxinas Partners Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 9 quarters since.
Oxinas Partners Wealth Management's Schwab US Large- Cap ETF position peaked at $383K in Q1 2023.
1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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