Oxford Financial Group’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.2M | Hold |
48,609
| – | – | 0.06% | 84 |
|
|
2025
Q4 | $1.17M | Buy |
48,609
+19,515
| +67% | +$464K | 0.06% | 82 |
|
|
2025
Q3 | $677K | Hold |
29,094
| – | – | 0.04% | 116 |
|
|
2025
Q2 | $643K | Hold |
29,094
| – | – | 0.04% | 114 |
|
|
2025
Q1 | $575K | Hold |
29,094
| – | – | 0.04% | 119 |
|
|
2024
Q4 | $538K | Buy |
29,094
+126
| +0.4% | +$2.46K | 0.03% | 137 |
|
|
2024
Q3 | $596K | Hold |
28,968
| – | – | 0.04% | 123 |
|
|
2024
Q2 | $556K | Hold |
28,968
| – | – | 0.04% | 140 |
|
|
2024
Q1 | $565K | Hold |
28,968
| – | – | 0.04% | 120 |
|
|
2023
Q4 | $535K | Hold |
28,968
| – | – | 0.04% | 130 |
|
|
2023
Q3 | $492K | Sell |
28,968
-98,094
| -77% | -$1.73M | 0.04% | 128 |
|
|
2023
Q2 | $2.26M | Buy |
127,062
+108,094
| +570% | +$1.92M | 0.22% | 44 |
|
|
2023
Q1 | $330K | Buy |
18,968
+82
| +0.4% | +$1.4K | 0.04% | 139 |
|
|
2022
Q4 | $304K | Buy |
18,886
+410
| +2% | +$6.4K | 0.04% | 152 |
|
|
2022
Q3 | $260K | Buy |
18,476
+8,852
| +92% | +$139K | 0.04% | 149 |
|
|
2022
Q2 | $151K | Buy |
9,624
+142
| +1% | +$2.42K | 0.02% | 187 |
|
|
2022
Q1 | $174K | Buy |
9,482
+90
| +1% | +$1.67K | 0.02% | 188 |
|
|
2021
Q4 | $183K | Sell |
9,392
-9,070
| -49% | -$178K | 0.02% | 202 |
|
|
2021
Q3 | $357K | Buy |
18,462
+64
| +0.3% | +$1.27K | 0.05% | 137 |
|
|
2021
Q2 | $363K | Buy |
18,398
+9,864
| +116% | +$195K | 0.05% | 132 |
|
|
2021
Q1 | $161K | Buy |
8,534
+76
| +0.9% | +$1.42K | 0.02% | 174 |
|
|
2020
Q4 | $152K | Buy |
8,458
+182
| +2% | +$3.07K | 0.02% | 170 |
|
|
2020
Q3 | $130K | Sell |
8,276
-29,580
| -78% | -$465K | 0.02% | 160 |
|
|
2020
Q2 | $563K | Buy |
37,856
+12
| +0% | +$169 | 0.1% | 88 |
|
|
2020
Q1 | $489K | Buy |
37,844
+986
| +3% | +$15.2K | 0.1% | 86 |
|
|
2019
Q4 | $620K | Buy |
36,858
+868
| +2% | +$14.3K | 0.17% | 41 |
|
|
2019
Q3 | $573K | Buy |
35,990
+362
| +1% | +$5.69K | 0.18% | 38 |
|
|
2019
Q2 | $572K | Buy |
35,628
+76
| +0.2% | +$1.2K | 0.19% | 35 |
|
|
2019
Q1 | $557K | Sell |
35,552
-2,214
| -6% | -$33.8K | 0.2% | 35 |
|
|
2018
Q4 | $535K | Buy |
37,766
+3,420
| +10% | +$52.3K | 0.17% | 30 |
|
|
2018
Q3 | $576K | Sell |
34,346
-38
| -0.1% | -$632 | 0.27% | 21 |
|
|
2018
Q2 | $568K | Buy |
34,384
+80
| +0.2% | +$1.36K | 0.29% | 24 |
|
|
2018
Q1 | $578K | Sell |
34,304
-22,624
| -40% | -$390K | 0.33% | 24 |
|
|
2017
Q4 | $970K | Buy |
56,928
+1,410
| +3% | +$24K | 0.66% | 14 |
|
|
2017
Q3 | $929K | Buy |
55,518
+106
| +0.2% | +$1.73K | 0.64% | 16 |
|
|
2017
Q2 | $881K | Buy |
55,412
+98
| +0.2% | +$1.52K | 0.68% | 14 |
|
|
2017
Q1 | $826K | Buy |
+55,314
| New | +$803K | 0.72% | 14 |
|
Other funds holding SCHF
MMA
Oxford Financial Group's SCHF Position: Q1 2026 in Review
Oxford Financial Group held its Schwab International Equity ETF (SCHF) position steady in Q1 2026 at 48,609 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #84.
Oxford Financial Group first reported a position in SCHF in Q1 2017 and has held it in 37 quarters since. The position peaked at $2.26M in Q2 2023. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.
- Oxford Financial Group held 48,609 shares of Schwab International Equity ETF worth $1.2M as of Q1 2026.
- Oxford Financial Group left its Schwab International Equity ETF share count unchanged in Q1 2026.
- Schwab International Equity ETF made up 0.06% of Oxford Financial Group's portfolio in Q1 2026, its #84 holding.
- Oxford Financial Group first reported a position in Schwab International Equity ETF in Q1 2017 and has held it in 37 quarters since.
- Oxford Financial Group's Schwab International Equity ETF position peaked at $2.26M in Q2 2023.
- 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.
Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.