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 $1.41 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
51,579
Previous 12,757
304.32%
Holding current value
$1.41 Million
Previous $1.33 Million
8.13%
% of portfolio
0.09%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding SCHG
# of Institutions
1,469Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$42.7 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.16 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.07 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.04 Billion1.41% of portfolio