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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
Q2 		$1.78M Buy
52,699
+2
+0% +$66 0.09% 65
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oxford Financial Group's SCHG Position: Q2 2026 in Review

Oxford Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0% in Q2 2026, buying an estimated $66 and bringing the position to 52,699 shares worth $1.78M. The position accounts for 0.09% of the portfolio, ranked #65.

Oxford Financial Group first reported a position in SCHG in Q3 2021 and has held it in 20 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Oxford Financial Group held 52,699 shares of Schwab US Large-Cap Growth ETF worth $1.78M as of Q2 2026.
  • Oxford Financial Group bought 2 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $66.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Oxford Financial Group's portfolio in Q2 2026, its #65 holding.
  • Oxford Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.