Oxford Financial Group LTD Schwab Strategic U.S. Mid Cap Transaction History

Oxford Financial Group LTD

$1.58 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $1.16 Million - $1.29 Million	17,433 New	17,433 $1.18 Million

Others Institutions Holding SCHM

# of Institutions

965

Shares Held

149M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$750 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$284 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$208 Million
6.46% of portfolio
Advisory Alpha, LLC

5.72M
Shares

$166 Million
5.7% of portfolio
Legacy Wealth Management, Inc

4.18M
Shares

$121 Million
7.44% of portfolio

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