Oxinas Partners Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Oxinas Partners Wealth Management LLC
- $160 Million
- Q1 2025
A detailed history of Oxinas Partners Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 107,221 shares of SCHG stock, worth $2.54 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
107,221
Previous 106,160
1.0%
Holding current value
$2.54 Million
Previous $2.96 Million
9.33%
% of portfolio
1.68%
Previous 1.81%
Shares
18 transactions
Others Institutions Holding SCHG
# of Institutions
1,485Shares Held
2.27BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$37 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.01 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$941 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$927 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$903 Million1.41% of portfolio