Oxford Financial Group LTD Schwab Strategic Tr Us Dividen Transaction History

Oxford Financial Group LTD

$1.76 Billion
Q3 2025

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 2,136 shares of SCHD stock, worth $58,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,136

Previous 2,136 -0.0%

Holding current value

$58,184

Previous $56,000 3.57%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$26.93 - $84.95 $38,348 - $120,968	1,424 Added 200.0%	2,136 $58,000
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $54,838 - $60,562	712 New	712 $60,000
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $8,295 - $9,463	124 New	124 $9,000
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $604 - $711	9 Added 20.45%	53 $4,000
Q3 2022 Nov 02, 2022	BUY	$66.43 - $77.87 $1,461 - $1,713	22 Added 100.0%	44 $3,000

Q2 2022 Aug 11, 2022	BUY	$70.31 - $80.24 $914 - $1,043	13 Added 144.44%	22 $2,000
Q3 2021 Nov 12, 2021	BUY	$74.23 - $78.13 $74 - $78	1 Added 12.5%	9 $1,000
Q1 2021 May 10, 2021	BUY	$63.23 - $73.67 $63 - $73	1 Added 14.29%	8 $1,000
Q4 2020 Feb 10, 2021	BUY	$54.8 - $65.16 $328 - $390	6 Added 600.0%	7 $0
Q1 2020 May 12, 2020	BUY	$39.5 - $59.28 $39 - $59	1 New	1 $0

Others Institutions Holding SCHD

# of Institutions

2,061

Shares Held

865M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Oxford Financial Group LTD Schwab Strategic Tr Us Dividen Transaction History