A detailed history of Oxford Financial Group LTD transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Oxford Financial Group LTD holds 40,695 shares of SCHE stock, worth $1.11 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
40,695
Previous 40,695 -0.0%
Holding current value
$1.11 Million
Previous $1.19 Million 8.76%
% of portfolio
0.07%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

BUY
$23.83 - $26.11 $969,761 - $1.06 Million
40,695 New
40,695 $974,000
Q3 2022

Nov 02, 2022

SELL
$22.4 - $25.83 $6,473 - $7,464
-289 Reduced 28.64%
720 $16,000
Q2 2021

Aug 03, 2021

BUY
$31.06 - $33.61 $22,052 - $23,863
710 Added 237.46%
1,009 $33,000
Q1 2021

May 10, 2021

BUY
$30.78 - $34.63 $153 - $173
5 Added 1.7%
299 $10,000
Q4 2020

Feb 10, 2021

BUY
$26.72 - $30.68 $133 - $153
5 Added 1.73%
294 $9,000
Q2 2020

Aug 05, 2020

SELL
$19.87 - $25.05 $18,578 - $23,421
-935 Reduced 76.39%
289 $7,000
Q1 2020

May 12, 2020

BUY
$18.68 - $28.22 $22,864 - $34,541
1,224 New
1,224 $25,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
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More about SCHE
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