Oxinas Partners Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Oxinas Partners Wealth Management LLC

  • $173 Million
  • Q3 2025

A detailed history of Oxinas Partners Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 146,671 shares of SCHD stock, worth $4 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
146,671
Previous 135,669 8.11%
Holding current value
$4 Million
Previous $3.6 Million 11.38%
% of portfolio
2.31%
Previous 1.96%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$26.38 - $27.95 $290,232 - $307,505
11,002 Added 8.11%
146,671 $4 Million
Q2 2025

Jul 15, 2025
BUY
$24.32 - $27.87 $154,334 - $176,863
6,346 Added 4.91%
135,669 $3.6 Million
Q1 2025

Apr 11, 2025
BUY
$27.01 - $28.54 $583,118 - $616,150
21,589 Added 20.04%
129,323 $3.57 Million
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $2.07 Million - $6.53 Million
76,853 Added 248.87%
107,734 $2.94 Million
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $1.61 Million - $1.78 Million
20,935 Added 210.49%
30,881 $2.61 Million
Q2 2024

Aug 01, 2024
BUY
$75.81 - $80.15 $343,343 - $362,999
4,529 Added 83.61%
9,946 $773,000
Q1 2024

Apr 18, 2024
SELL
$75.25 - $80.63 $81,495 - $87,322
-1,083 Reduced 16.66%
5,417 $436,000
Q4 2023

Jan 22, 2024
BUY
$66.9 - $76.32 $25,221 - $28,772
377 Added 6.16%
6,500 $494,000
Q3 2023

Oct 25, 2023
BUY
$70.63 - $75.66 $49,723 - $53,264
704 Added 12.99%
6,123 $433,000
Q2 2023

Jul 14, 2023
BUY
$69.18 - $73.94 $374,886 - $400,680
5,419 New
5,419 $393,000

Others Institutions Holding SCHD

# of Institutions
2,061
Shares Held
865M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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