Oxford Financial Group LTD Schwab Strategic Tr Us Broad M Transaction History

Oxford Financial Group LTD

  • $1.51 Billion
  • Q2 2024

A detailed history of Oxford Financial Group LTD transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Oxford Financial Group LTD holds 525 shares of SCHB stock, worth $34,770. This represents 0.0% of its overall portfolio holdings.

Number of Shares
525
Previous 525 -0.0%
Holding current value
$34,770
Previous $32,000 3.13%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$44.47 - $49.23 $844 - $935
19 Added 3.75%
525 $25,000
Q1 2022

May 13, 2022
BUY
$49.15 - $56.85 $12,434 - $14,383
253 Added 100.0%
506 $27,000
Q2 2020

Aug 05, 2020
BUY
$28.84 - $38.49 $7,296 - $9,737
253 New
253 $19,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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