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Oxford Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Oxford Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.6K Hold
1,775
– – ﹤0.01% 272
2025
Q4 		$46.6K Hold
1,775
– – ﹤0.01% 257
2025
Q3 		$45.6K Hold
1,775
– – ﹤0.01% 247
2025
Q2 		$42.3K Hold
1,775
– – ﹤0.01% 234
2025
Q1 		$38.2K Hold
1,775
– – ﹤0.01% 236
2024
Q4 		$40.3K Buy
1,775
+200
+13% +$4.57K ﹤0.01% 273
2024
Q3 		$34.9K Hold
1,575
– – ﹤0.01% 266
2024
Q2 		$33K Hold
1,575
– – ﹤0.01% 289
2024
Q1 		$32K Hold
1,575
– – ﹤0.01% 253
2023
Q4 		$29.2K Hold
1,575
– – ﹤0.01% 272
2023
Q3 		$26.2K Hold
1,575
– – ﹤0.01% 249
2023
Q2 		$27.1K Hold
1,575
– – ﹤0.01% 268
2023
Q1 		$25.1K Buy
1,575
+57
+4% +$891 ﹤0.01% 232
2022
Q4 		$22.7K Hold
1,518
– – ﹤0.01% 236
2022
Q3 		$21K Hold
1,518
– – ﹤0.01% 215
2022
Q2 		$22K Hold
1,518
– – ﹤0.01% 240
2022
Q1 		$27K Hold
1,518
– – ﹤0.01% 230
2021
Q4 		$29K Hold
1,518
– – ﹤0.01% 244
2021
Q3 		$26K Hold
1,518
– – ﹤0.01% 229
2021
Q2 		$26K Hold
1,518
– – ﹤0.01% 209
2021
Q1 		$24K Hold
1,518
– – ﹤0.01% 199
2020
Q4 		$23K Hold
1,518
– – ﹤0.01% 193
2020
Q3 		$20K Hold
1,518
– – ﹤0.01% 178
2020
Q2 		$19K Buy
+1,518
New +$17.5K ﹤0.01% 182

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Oxford Financial Group's SCHB Position: Q1 2026 in Review

Oxford Financial Group held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2026 at 1,775 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Oxford Financial Group first reported a position in SCHB in Q2 2020 and has held it in 24 quarters since. The position peaked at $46.6K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Oxford Financial Group held 1,775 shares of Schwab US Broad Market ETF worth $44.6K as of Q1 2026.
  • Oxford Financial Group left its Schwab US Broad Market ETF share count unchanged in Q1 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #272 holding.
  • Oxford Financial Group first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 24 quarters since.
  • Oxford Financial Group's Schwab US Broad Market ETF position peaked at $46.6K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.