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

Oxford Financial Group LTD

  • $1.54 Billion
  • Q4 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 1,775 shares of SCHB stock, worth $40,683. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,775
Previous 525 238.1%
Holding current value
$40,683
Previous $34,000 17.65%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$22.01 - $66.82 $27,512 - $83,524
1,250 Added 238.1%
1,775 $40,000
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
1,264
Shares Held
422M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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