Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$246,545
-$4,287 QoQ
Shares Held
2,672
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,848
of 2,304 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Oxinas Partners, LLC holds $1,141,798 across 3 Capital Markets names. SCHW ranks #3 (21.6% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,545 | 2,672 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $250,832 | 2,669 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $258,866 | 2,591 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $390,376 | 4,089 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $372,897 | 4,087 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $319,695 | 4,084 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $302,108 | 4,082 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $271,942 | 4,196 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $372,281 | 5,052 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $372,406 | 5,148 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $366,704 | 5,330 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $292,287 | 5,324 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $442,444 | 7,806 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $550,461 | 10,509 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||