Oxford Financial Group LTD Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Oxford Financial Group LTD holds 712 shares of SCHD stock, worth $19,814. This represents 0.0% of its overall portfolio holdings.
Number of Shares
712Holding current value
$19,814% of portfolio
0.0%Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,822Shares Held
430MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$746 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio