Oxford Financial Group LTD Schwab Strategic Tr Intl Eqty Transaction History

Oxford Financial Group LTD

$1.54 Billion
Q4 2024

A detailed history of Oxford Financial Group LTD transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Oxford Financial Group LTD holds 29,094 shares of SCHF stock, worth $579,552. This represents 0.04% of its overall portfolio holdings.

Number of Shares

29,094

Previous 14,484 100.87%

Holding current value

$579,552

Previous $595,000 9.58%

% of portfolio

0.04%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$18.41 - $40.87 $268,970 - $597,110	14,610 Added 100.87%	29,094 $538,000
Q3 2023 Nov 13, 2023	SELL	$33.82 - $36.71 $1.66 Million - $1.8 Million	-49,047 Reduced 77.2%	14,484 $491,000
Q2 2023 Aug 10, 2023	BUY	$34.48 - $36.54 $1.86 Million - $1.97 Million	54,047 Added 569.88%	63,531 $2.26 Million
Q1 2023 May 12, 2023	BUY	$32.42 - $35.44 $1,329 - $1,453	41 Added 0.43%	9,484 $330,000
Q4 2022 Feb 14, 2023	BUY	$28.0 - $33.87 $5,740 - $6,943	205 Added 2.22%	9,443 $304,000
Q3 2022 Nov 02, 2022	BUY	$28.01 - $33.61 $123,972 - $148,757	4,426 Added 91.98%	9,238 $260,000
Q2 2022 Aug 11, 2022	BUY	$31.13 - $37.19 $2,210 - $2,640	71 Added 1.5%	4,812 $151,000
Q1 2022 May 13, 2022	BUY	$33.67 - $39.47 $1,515 - $1,776	45 Added 0.96%	4,741 $174,000
Q4 2021 Feb 10, 2022	SELL	$37.77 - $40.6 $171,286 - $184,121	-4,535 Reduced 49.13%	4,696 $183,000
Q3 2021 Nov 12, 2021	BUY	$38.35 - $40.79 $1,227 - $1,305	32 Added 0.35%	9,231 $357,000
Q2 2021 Aug 03, 2021	BUY	$38.15 - $40.84 $188,155 - $201,422	4,932 Added 115.58%	9,199 $363,000
Q1 2021 May 10, 2021	BUY	$35.74 - $38.15 $1,358 - $1,449	38 Added 0.9%	4,267 $161,000
Q4 2020 Feb 10, 2021	BUY	$30.32 - $36.26 $2,759 - $3,299	91 Added 2.2%	4,229 $152,000
Q3 2020 Nov 12, 2020	SELL	$29.85 - $32.42 $441,481 - $479,491	-14,790 Reduced 78.14%	4,138 $130,000
Q2 2020 Aug 05, 2020	BUY	$24.62 - $31.42 $147 - $188	6 Added 0.03%	18,928 $563,000
Q1 2020 May 12, 2020	BUY	$22.3 - $34.12 $10,993 - $16,821	493 Added 2.68%	18,922 $489,000
Q4 2019 Feb 10, 2020	BUY	$30.95 - $33.72 $13,432 - $14,634	434 Added 2.41%	18,429 $620,000
Q3 2019 Nov 08, 2019	BUY	$31.56 - $32.18 $5,712 - $5,824	181 Added 1.02%	17,995 $573,000
Q2 2019 Jul 30, 2019	BUY	N/A	38 Added 0.21%	17,814 $572,000
Q1 2019 Apr 26, 2019	SELL	N/A	-1,107 Reduced 5.86%	17,776 $557,000
Q4 2018 Jan 25, 2019	BUY	N/A	1,710 Added 9.96%	18,883 $535,000
Q3 2018 Oct 26, 2018	SELL	N/A	-19 Reduced 0.11%	17,173 $576,000
Q2 2018 Aug 01, 2018	BUY	N/A	40 Added 0.23%	17,192 $568,000
Q1 2018 May 03, 2018	SELL	N/A	-11,312 Reduced 39.74%	17,152 $578,000
Q4 2017 Feb 01, 2018	BUY	N/A	705 Added 2.54%	28,464 $970,000
Q3 2017 Oct 27, 2017	BUY	N/A	27,759	27,759 $929,000

Others Institutions Holding SCHF

# of Institutions

1,368

Shares Held

1.41B

Call Options Held

38.7K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR INTL EQTY

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Oxford Financial Group LTD Schwab Strategic Tr Intl Eqty Transaction History