Oxford Financial Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03M	Hold	31,160	–	–	0.06%	98
2025 Q4	$1.02M	Hold	31,160	–	–	0.06%	88
2025 Q3	$1.04M	Hold	31,160	–	–	0.06%	88
2025 Q2	$939K	Hold	31,160	–	–	0.06%	85
2025 Q1	$859K	Sell	31,160 -9,535	-23%	-$261K	0.06%	90
2024 Q4	$1.08M	Hold	40,695	–	–	0.07%	88
2024 Q3	$1.19M	Hold	40,695	–	–	0.08%	80
2024 Q2	$1.08M	Hold	40,695	–	–	0.07%	86
2024 Q1	$1.03M	Hold	40,695	–	–	0.07%	79
2023 Q4	$1.01M	Hold	40,695	–	–	0.07%	84
2023 Q3	$974K	Buy	+40,695	New	+$1.01M	0.08%	77
2023 Q1	–	Sell	-720	Closed	-$17K	–	275
2022 Q4	$17K	Hold	720	–	–	﹤0.01%	241
2022 Q3	$16K	Sell	720 -289	-29%	-$7.14K	﹤0.01%	219
2022 Q2	$26K	Hold	1,009	–	–	﹤0.01%	234
2022 Q1	$28K	Hold	1,009	–	–	﹤0.01%	229
2021 Q4	$30K	Hold	1,009	–	–	﹤0.01%	243
2021 Q3	$31K	Hold	1,009	–	–	﹤0.01%	223
2021 Q2	$33K	Buy	1,009 +710	+237%	+$23K	﹤0.01%	203
2021 Q1	$10K	Buy	299 +5	+2%	+$163	﹤0.01%	204
2020 Q4	$9K	Buy	294 +5	+2%	+$145	﹤0.01%	200
2020 Q3	$8K	Hold	289	–	–	﹤0.01%	181
2020 Q2	$7K	Sell	289 -935	-76%	-$21.2K	﹤0.01%	185
2020 Q1	$25K	Buy	+1,224	New	+$30.6K	0.01%	184

Other funds holding SCHE

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Oxford Financial Group held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q1 2026 at 31,160 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #98.

Oxford Financial Group first reported a position in SCHE in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q3 2024. 865 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

Oxford Financial Group held 31,160 shares of Schwab Emerging Markets Equity ETF worth $1.03M as of Q1 2026.
Oxford Financial Group left its Schwab Emerging Markets Equity ETF share count unchanged in Q1 2026.
Schwab Emerging Markets Equity ETF made up 0.06% of Oxford Financial Group's portfolio in Q1 2026, its #98 holding.
Oxford Financial Group first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 23 quarters since.
Oxford Financial Group's Schwab Emerging Markets Equity ETF position peaked at $1.19M in Q3 2024.
865 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

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