Oxford Financial Group LTD Schwab Strategic Tr Us Emergin 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 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
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$555 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$227 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.5 Million0.14% of portfolio