Oxford Financial Group LTD Schwab Strategic Tr Us Small C Transaction History

Oxford Financial Group LTD

  • $1.51 Billion
  • Q2 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023
SELL
$39.91 - $43.82 $14,327 - $15,731
-359 Reduced 15.28%
1,991 $87,000
Q1 2023

May 12, 2023
SELL
$39.82 - $46.36 $8,521 - $9,921
-214 Reduced 8.35%
2,350 $98,000
Q4 2022

Feb 14, 2023
SELL
$38.25 - $43.54 $8,912 - $10,144
-233 Reduced 8.33%
2,564 $103,000
Q3 2022

Nov 02, 2022
BUY
$37.65 - $45.9 $941 - $1,147
25 Added 0.9%
2,797 $106,000
Q2 2022

Aug 11, 2022
BUY
$37.88 - $48.01 $984 - $1,248
26 Added 0.95%
2,772 $108,000
Q1 2022

May 13, 2022
BUY
$44.42 - $51.73 $60,366 - $70,301
1,359 Added 97.98%
2,746 $130,000
Q4 2021

Feb 10, 2022
SELL
$48.64 - $55.07 $6,031 - $6,828
-124 Reduced 8.21%
1,387 $142,000
Q3 2021

Nov 12, 2021
BUY
$48.3 - $52.49 $483 - $524
10 Added 0.67%
1,511 $151,000
Q2 2021

Aug 03, 2021
BUY
$48.39 - $52.91 $22,791 - $24,920
471 Added 45.73%
1,501 $156,000
Q1 2021

May 10, 2021
BUY
$43.89 - $52.63 $438 - $526
10 Added 0.98%
1,030 $103,000
Q4 2020

Feb 10, 2021
BUY
$34.66 - $45.17 $415 - $542
12 Added 1.19%
1,020 $91,000
Q3 2020

Nov 12, 2020
SELL
$32.09 - $36.38 $120,626 - $136,752
-3,759 Reduced 78.85%
1,008 $69,000
Q2 2020

Aug 05, 2020
BUY
$23.59 - $35.22 $495 - $739
21 Added 0.44%
4,767 $311,000
Q1 2020

May 12, 2020
BUY
$22.29 - $38.7 $690 - $1,199
31 Added 0.66%
4,746 $245,000
Q4 2019

Feb 10, 2020
BUY
$33.63 - $38.03 $1,715 - $1,939
51 Added 1.09%
4,715 $357,000
Q3 2019

Nov 08, 2019
BUY
$34.78 - $36.12 $869 - $902
25 Added 0.54%
4,664 $325,000
Q2 2019

Jul 30, 2019
BUY
N/A
10 Added 0.22%
4,639 $332,000
Q1 2019

Apr 26, 2019
SELL
N/A
-1,055 Reduced 18.56%
4,629 $324,000
Q4 2018

Jan 25, 2019
BUY
N/A
48 Added 0.85%
5,684 $345,000
Q3 2018

Oct 26, 2018
BUY
N/A
1,084 Added 23.81%
5,636 $429,000
Q2 2018

Aug 01, 2018
BUY
N/A
11 Added 0.24%
4,552 $335,000
Q1 2018

May 03, 2018
BUY
N/A
23 Added 0.51%
4,541 $314,000
Q4 2017

Feb 01, 2018
BUY
N/A
30 Added 0.67%
4,518 $315,000
Q3 2017

Oct 27, 2017
BUY
N/A
4,488
4,488 $302,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Oxford Financial Group LTD Portfolio

Follow Oxford Financial Group LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxford Financial Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Oxford Financial Group LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email