Oxford Financial Group LTD Schwab Strategic U.S. Reit ETF Transaction History

Oxford Financial Group LTD

$1.51 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$22.75 - $26.16 $22 - $26	-1 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$20.92 - $23.68 $20 - $23	1 New	1 $0

Others Institutions Holding SCHH

# of Institutions

517

Shares Held

255M

Call Options Held

28.4K

Put Options Held

83.1K

Charles Schwab Investment Management Inc San Francisco, CA

84.7M
Shares

$1.94 Billion
0.33% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

52.8M
Shares

$1.21 Billion
2.35% of portfolio
Us Bancorp \De\

27.6M
Shares

$631 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$587 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.72M
Shares

$176 Million
0.15% of portfolio

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