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

Oxford Financial Group LTD

  • $1.76 Billion
  • Q3 2025

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023
SELL
$39.91 - $43.82 $14,327 - $15,731
-359 Reduced 15.28%
1,991 $87,000
Q1 2023

May 12, 2023
SELL
$39.82 - $46.36 $8,521 - $9,921
-214 Reduced 8.35%
2,350 $98,000
Q4 2022

Feb 14, 2023
SELL
$38.25 - $43.54 $8,912 - $10,144
-233 Reduced 8.33%
2,564 $103,000
Q3 2022

Nov 02, 2022
BUY
$37.65 - $45.9 $941 - $1,147
25 Added 0.9%
2,797 $106,000
Q2 2022

Aug 11, 2022
BUY
$37.88 - $48.01 $984 - $1,248
26 Added 0.95%
2,772 $108,000
Q1 2022

May 13, 2022
BUY
$44.42 - $51.73 $60,366 - $70,301
1,359 Added 97.98%
2,746 $130,000
Q4 2021

Feb 10, 2022
SELL
$48.64 - $55.07 $6,031 - $6,828
-124 Reduced 8.21%
1,387 $142,000
Q3 2021

Nov 12, 2021
BUY
$48.3 - $52.49 $483 - $524
10 Added 0.67%
1,511 $151,000
Q2 2021

Aug 03, 2021
BUY
$48.39 - $52.91 $22,791 - $24,920
471 Added 45.73%
1,501 $156,000
Q1 2021

May 10, 2021
BUY
$43.89 - $52.63 $438 - $526
10 Added 0.98%
1,030 $103,000
Q4 2020

Feb 10, 2021
BUY
$34.66 - $45.17 $415 - $542
12 Added 1.19%
1,020 $91,000
Q3 2020

Nov 12, 2020
SELL
$32.09 - $36.38 $120,626 - $136,752
-3,759 Reduced 78.85%
1,008 $69,000
Q2 2020

Aug 05, 2020
BUY
$23.59 - $35.22 $495 - $739
21 Added 0.44%
4,767 $311,000
Q1 2020

May 12, 2020
BUY
$22.29 - $38.7 $690 - $1,199
31 Added 0.66%
4,746 $245,000
Q4 2019

Feb 10, 2020
BUY
$33.63 - $38.03 $1,715 - $1,939
51 Added 1.09%
4,715 $357,000
Q3 2019

Nov 08, 2019
BUY
$34.78 - $36.12 $869 - $902
25 Added 0.54%
4,664 $325,000
Q2 2019

Jul 30, 2019
BUY
N/A
10 Added 0.22%
4,639 $332,000
Q1 2019

Apr 26, 2019
SELL
N/A
-1,055 Reduced 18.56%
4,629 $324,000
Q4 2018

Jan 25, 2019
BUY
N/A
48 Added 0.85%
5,684 $345,000
Q3 2018

Oct 26, 2018
BUY
N/A
1,084 Added 23.81%
5,636 $429,000
Q2 2018

Aug 01, 2018
BUY
N/A
11 Added 0.24%
4,552 $335,000
Q1 2018

May 03, 2018
BUY
N/A
23 Added 0.51%
4,541 $314,000
Q4 2017

Feb 01, 2018
BUY
N/A
30 Added 0.67%
4,518 $315,000
Q3 2017

Oct 27, 2017
BUY
N/A
4,488
4,488 $302,000

Others Institutions Holding SCHA

# of Institutions
1,325
Shares Held
260M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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