XA Investments Interval Fund (OCTIX) Now Available for Purchase on Charles Schwab [Yahoo! Finance]
Charles Schwab Corporation (The) (SCHW)
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Source: Yahoo! Finance
the Octagon XAI CLO Income Fund (“OCTIX” or the “Fund”) for purchase by advisers who clear or custody through the Charles Schwab platform (“Schwab”), expanding access of XAI's registered offerings for financial advisors and their clients. “The addition of OCTIX to the Charles Schwab platform marks a major milestone for the fund. As one of the largest custodial and distribution platforms, this addition provides significant access to the Fund among Schwab's investor base and network,” states Kevin Davis, Managing Director, Head of Sales & Distribution at XA Investments. “We're excited for the future of the Fund with this expanded availability and the long-term growth potential.” OCTIX is an evergreen interval fund with monthly distributions and quarterly repurchases. The investment objective of the Fund is to provide high income and total return. The Fund has a daily NAV and is available to advisers for electronic ticketing on the Schwab platform under the ticker symbol “OCTIX”. The
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SCHW
Earnings
- 10/16/25 - Beat
SCHW
Sec Filings
- 1/6/26 - Form 4
- 1/6/26 - Form 4
- 1/6/26 - Form 4
- SCHW's page on the SEC website