Oxford Financial Group LTD Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Oxford Financial Group LTD holds 51,579 shares of SCHG stock, worth $1.32 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

51,579

Previous 12,757 304.32%

Holding current value

$1.32 Million

Previous $1.33 Million 8.13%

% of portfolio

0.09%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$25.93 - $105.3 $1.01 Million - $4.09 Million	38,822 Added 304.32%	51,579 $1.44 Million
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

1,477

Shares Held

2.27B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oxford Financial Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Oxford Financial Group LTD with notifications on news.

Account

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