OXFORD FINANCIAL GROUP LTD – Schwab U.S. Large-Cap ETF Transaction History
OXFORD FINANCIAL GROUP LTD portfolio value:
$627,000
portfolio value
OXFORD FINANCIAL GROUP LTD quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +48.34% | 4.82K shares | 181K | $42.35 | 14.80K |
| Q2 2022 | share | Increase | +1.21% | 119 shares | -85K | $44.66 | 9.98K |
| Q1 2022 | share | Increase | +0.65% | 64 shares | -27K | $53.85 | 9.86K |
| Q4 2021 | share | Increase | +70.82% | 4.06K shares | -39K | $114.22 | 9.79K |
| Q3 2021 | share | Increase | +101.40% | 5.77K shares | 5K | $104.03 | 11.47K |
| Q2 2021 | share | Increase | +141.20% | 6.66K shares | 138K | $103.64 | 11.39K |
| Q1 2021 | share | Increase | +101.97% | 4.76K shares | 29K | $95.42 | 9.44K |
| Q4 2020 | share | Increase | +102.20% | 4.72K shares | 52K | $90.1 | 9.35K |
| Q3 2020 | share | Decrease | -58.67% | -13.13K shares | -1.28M | $79.55 | 9.25K |
| Q2 2020 | share | Increase | +101.17% | 22.51K shares | 296K | $72.65 | 44.77K |
| Q1 2020 | share | Increase | +101.46% | 22.41K shares | -334K | $59.81 | 44.51K |
| Q4 2019 | share | Increase | +102.51% | 22.37K shares | 149K | $74.57 | 44.19K |
| Q3 2019 | share | Increase | +101.24% | 21.95K shares | 26K | $68.44 | 43.64K |
| Q2 2019 | share | Increase | +100.36% | 21.72K shares | 58K | $67.41 | 43.37K |
| Q1 2019 | share | Increase | +81.66% | 19.46K shares | 41K | $64.64 | 43.29K |
| Q4 2018 | share | Increase | +102.12% | 24.08K shares | -217K | $56.83 | 47.66K |
| Q3 2018 | share | Increase | +122.91% | 26.00K shares | 265K | $65.87 | 47.16K |
| Q2 2018 | share | Increase | +100.44% | 21.20K shares | 43K | $61.27 | 42.32K |
| Q1 2018 | share | Increase | +182.63% | 27.28K shares | 379K | $59.2 | 42.22K |
| Q4 2017 | share | Increase | +101.32% | 15.03K shares | 62K | $59.61 | 29.88K |
| Q3 2017 | share | Increase | +101.32% | 14.94K shares | 39K | $55.86 | 29.68K |
| Q2 2017 | share | Increase | +101.28% | 14.84K shares | 28K | $53.5 | 29.49K |
| Q1 2017 | share | Increase | 0.00% | 29.30K shares | 824K | $51.87 | 29.30K |