Oxford Financial Group LTD Schwab Strategic Tr Us Large C Transaction History

Oxford Financial Group LTD

$1.58 Billion
Q3 2024

A detailed history of Oxford Financial Group LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Oxford Financial Group LTD holds 12,757 shares of SCHG stock, worth $361,150. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,757

Previous 12,900 1.11%

Holding current value

$361,150

Previous $1.3 Million 2.23%

% of portfolio

0.08%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$92.63 - $105.69 $13,246 - $15,113	-143 Reduced 1.11%	12,757 $1.33 Million
Q2 2024 Aug 13, 2024	BUY	$87.04 - $101.61 $26,547 - $30,991	305 Added 2.42%	12,900 $1.3 Million
Q3 2023 Nov 13, 2023	SELL	$71.99 - $78.02 $34,699 - $37,605	-482 Reduced 3.69%	12,595 $915,000
Q1 2023 May 12, 2023	SELL	$54.19 - $65.17 $5,473 - $6,582	-101 Reduced 0.77%	13,077 $852,000
Q4 2022 Feb 14, 2023	SELL	$54.31 - $60.76 $597,410 - $668,360	-11,000 Reduced 45.5%	13,178 $732,000
Q3 2022 Nov 02, 2022	BUY	$55.81 - $69.25 $134,948 - $167,446	2,418 Added 11.11%	24,178 $1.35 Million
Q1 2022 May 13, 2022	BUY	$65.63 - $82.62 $714,054 - $898,905	10,880 Added 100.0%	21,760 $1.63 Million
Q3 2021 Nov 12, 2021	BUY	$73.24 - $78.94 $796,851 - $858,867	10,880 New	10,880 $1.61 Million

Others Institutions Holding SCHG

# of Institutions

1,314

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

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About SCHWAB STRATEGIC TR US LARGE-C

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Oxford Financial Group LTD Schwab Strategic Tr Us Large C Transaction History