Oxford Financial Group LTD Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Oxford Financial Group LTD holds 525 shares of SCHB stock, worth $12,243. This represents 0.0% of its overall portfolio holdings.
Number of Shares
525
Previous 525
-0.0%
Holding current value
$12,243
Previous $33,000
3.03%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,220Shares Held
318MCall Options Held
191KPut Options Held
20.7K-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$190 Million16.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.15MShares$190 Million0.26% of portfolio