Oxford Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,136	Closed	-$58.6K	–	323
2025 Q4	$58.6K	Hold	2,136	–	–	﹤0.01%	254
2025 Q3	$58.3K	Hold	2,136	–	–	﹤0.01%	241
2025 Q2	$56.6K	Hold	2,136	–	–	﹤0.01%	229
2025 Q1	$59.7K	Hold	2,136	–	–	﹤0.01%	231
2024 Q4	$58.4K	Hold	2,136	–	–	﹤0.01%	269
2024 Q3	$60.2K	Buy	+2,136	New	+$58.2K	﹤0.01%	259
2024 Q1	–	Sell	-372	Closed	-$9.44K	–	293
2023 Q4	$9.44K	Buy	+372	New	+$8.87K	﹤0.01%	288
2023 Q1	–	Sell	-159	Closed	-$3.97K	–	274
2022 Q4	$3.97K	Buy	159 +27	+20%	+$666	﹤0.01%	253
2022 Q3	$3K	Buy	132 +66	+100%	+$1.6K	﹤0.01%	233
2022 Q2	$2K	Buy	66 +39	+144%	+$992	﹤0.01%	262
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	262
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	268
2021 Q3	$1K	Buy	27 +3	+13%	+$76	﹤0.01%	244
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	222
2021 Q1	$1K	Buy	24 +3	+14%	+$68	﹤0.01%	213
2020 Q4	$0	Buy	21 +18	+600%	+$365	﹤0.01%	216
2020 Q3	$0	Hold	3	–	–	﹤0.01%	195
2020 Q2	$0	Hold	3	–	–	﹤0.01%	205
2020 Q1	$0	Buy	+3	New	+$54	﹤0.01%	196

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Oxford Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 2,136 shares — an estimated $58.6K sold.

Oxford Financial Group first reported a position in SCHD in Q1 2020 and held it in 19 quarters. The position peaked at $60.2K in Q3 2024. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Oxford Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Oxford Financial Group sold 2,136 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $58.6K.
Oxford Financial Group first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 19 quarters.
Oxford Financial Group's Schwab US Dividend Equity ETF position peaked at $60.2K in Q3 2024.
2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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