Oxford Financial Group LTD Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Oxford Financial Group LTD holds 31,160 shares of SCHE stock, worth $1.05 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

31,160

Previous 31,160 -0.0%

Holding current value

$1.05 Million

Previous $939,000 10.65%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$25.81 - $28.52 $246,098 - $271,938	-9,535 Reduced 23.43%	31,160 $859,000
Q3 2023 Nov 13, 2023	BUY	$23.83 - $26.11 $969,761 - $1.06 Million	40,695 New	40,695 $974,000
Q3 2022 Nov 02, 2022	SELL	$22.4 - $25.83 $6,473 - $7,464	-289 Reduced 28.64%	720 $16,000
Q2 2021 Aug 03, 2021	BUY	$31.06 - $33.61 $22,052 - $23,863	710 Added 237.46%	1,009 $33,000
Q1 2021 May 10, 2021	BUY	$30.78 - $34.63 $153 - $173	5 Added 1.7%	299 $10,000

Q4 2020 Feb 10, 2021	BUY	$26.72 - $30.68 $133 - $153	5 Added 1.73%	294 $9,000
Q2 2020 Aug 05, 2020	SELL	$19.87 - $25.05 $18,578 - $23,421	-935 Reduced 76.39%	289 $7,000
Q1 2020 May 12, 2020	BUY	$18.68 - $28.22 $22,864 - $34,541	1,224 New	1,224 $25,000

Others Institutions Holding SCHE

# of Institutions

893

Shares Held

156M

Call Options Held

18.3K

Put Options Held

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About SCHWAB STRATEGIC TR US EMERGIN

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Oxford Financial Group LTD Schwab Strategic Tr Us Emergin Transaction History