Oxford Financial Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Oxford Financial Group’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-145	Closed	-$4.56K	–	273
2022 Q4	$4.56K	Hold	145	–	–	﹤0.01%	252
2022 Q3	$4K	Hold	145	–	–	﹤0.01%	230
2022 Q2	$5K	Hold	145	–	–	﹤0.01%	250
2022 Q1	$6K	Hold	145	–	–	﹤0.01%	252
2021 Q4	$6K	Hold	145	–	–	﹤0.01%	261
2021 Q3	$6K	Hold	145	–	–	﹤0.01%	242
2021 Q2	$6K	Buy	+145	New	+$6.05K	﹤0.01%	220

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Oxford Financial Group's SCHC Position: Q1 2023 in Review

Oxford Financial Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2023, closing a stake of 145 shares — an estimated $4.56K sold.

Oxford Financial Group first reported a position in SCHC in Q2 2021 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 373 funds tracked by Wall St. Rank hold SCHC as of Q1 2023.

Oxford Financial Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
Oxford Financial Group sold 145 Schwab International Small-Cap Equity ETF shares in Q1 2023, an estimated $4.56K.
Oxford Financial Group first reported a position in Schwab International Small-Cap Equity ETF in Q2 2021 and held it in 7 quarters.
Oxford Financial Group's Schwab International Small-Cap Equity ETF position peaked at $6K in Q1 2022.
373 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2023.

Based on Oxford Financial Group's 13F filing for Q1 2023, filed 12 May 2023.