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 $19,636. This represents 0.0% of its overall portfolio holdings.

Number of Shares
712
Holding current value
$19,636
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


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