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Oxford Financial Group’s Schwab US REIT ETF SCHH Stock Holding History

Oxford Financial Group’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2
Closed – – 282
2021
Q4 		$0 Hold
2
– – ﹤0.01% 280
2021
Q3 		$0 Hold
2
– – ﹤0.01% 251
2021
Q2 		$0 Buy
+2
New +$44 ﹤0.01% 239

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Oxford Financial Group's SCHH Position: Q1 2022 in Review

Oxford Financial Group sold out of Schwab US REIT ETF (SCHH) in Q1 2022, closing a stake of 2 shares.

Oxford Financial Group first reported a position in SCHH in Q2 2021 and held it in 3 quarters. The position peaked at $0 in Q4 2021. 465 funds tracked by Wall St. Rank hold SCHH as of Q1 2022.

  • Oxford Financial Group reported no remaining Schwab US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Oxford Financial Group sold 2 Schwab US REIT ETF shares in Q1 2022.
  • Oxford Financial Group first reported a position in Schwab US REIT ETF in Q2 2021 and held it in 3 quarters.
  • Oxford Financial Group's Schwab US REIT ETF position peaked at $0 in Q4 2021.
  • 465 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2022.

Based on Oxford Financial Group's 13F filing for Q1 2022, filed 13 May 2022.