Oxford Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Sell	52,697 -215	-0.4%	-$6.68K	0.08%	68
2025 Q4	$1.73M	Buy	52,912 +1,179	+2%	+$38.3K	0.09%	64
2025 Q3	$1.65M	Buy	51,733 +2	+0%	+$61	0.09%	67
2025 Q2	$1.51M	Buy	51,731 +1	+0%	+$26	0.09%	62
2025 Q1	$1.3M	Buy	51,730 +151	+0.3%	+$4.14K	0.09%	65
2024 Q4	$1.44M	Buy	51,579 +551	+1%	+$15.1K	0.09%	67
2024 Q3	$1.33M	Sell	51,028 -572	-1%	-$14.4K	0.08%	73
2024 Q2	$1.3M	Buy	51,600 +1,220	+2%	+$28.8K	0.09%	78
2024 Q1	$1.17M	Hold	50,380	–	–	0.08%	73
2023 Q4	$1.04M	Hold	50,380	–	–	0.08%	82
2023 Q3	$916K	Sell	50,380 -1,928	-4%	-$36.3K	0.08%	82
2023 Q2	$980K	Hold	52,308	–	–	0.09%	75
2023 Q1	$852K	Sell	52,308 -404	-0.8%	-$6.13K	0.1%	75
2022 Q4	$732K	Sell	52,712 -44,000	-45%	-$633K	0.09%	80
2022 Q3	$1.35M	Buy	96,712 +9,672	+11%	+$152K	0.2%	49
2022 Q2	$1.26M	Hold	87,040	–	–	0.19%	57
2022 Q1	$1.63M	Hold	87,040	–	–	0.21%	47
2021 Q4	$1.78M	Hold	87,040	–	–	0.2%	49
2021 Q3	$1.61M	Buy	+87,040	New	+$1.66M	0.21%	45

Other funds holding SCHG

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Oxford Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.41% in Q1 2026, selling an estimated $6.68K and leaving 52,697 shares worth $1.54M. The position accounts for 0.08% of the portfolio, ranked #68.

Oxford Financial Group first reported a position in SCHG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.78M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Oxford Financial Group held 52,697 shares of Schwab US Large-Cap Growth ETF worth $1.54M as of Q1 2026.
Oxford Financial Group sold 215 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $6.68K.
Schwab US Large-Cap Growth ETF made up 0.08% of Oxford Financial Group's portfolio in Q1 2026, its #68 holding.
Oxford Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
Oxford Financial Group's Schwab US Large-Cap Growth ETF position peaked at $1.78M in Q4 2021.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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