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Oxford Financial Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Oxford Financial Group’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,008
Closed -$19.9K – 304
2023
Q1 		$19.9K Hold
1,008
– – ﹤0.01% 236
2022
Q4 		$18.6K Hold
1,008
– – ﹤0.01% 238
2022
Q3 		$17K Hold
1,008
– – ﹤0.01% 218
2022
Q2 		$18K Hold
1,008
– – ﹤0.01% 242
2022
Q1 		$22K Hold
1,008
– – ﹤0.01% 237
2021
Q4 		$23K Buy
+1,008
New +$22.9K ﹤0.01% 251

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Oxford Financial Group's SCHK Position: Q2 2023 in Review

Oxford Financial Group sold out of Schwab 1000 Index ETF (SCHK) in Q2 2023, closing a stake of 1,008 shares — an estimated $19.9K sold.

Oxford Financial Group first reported a position in SCHK in Q4 2021 and held it in 6 quarters. The position peaked at $23K in Q4 2021. 130 funds tracked by Wall St. Rank hold SCHK as of Q2 2023.

  • Oxford Financial Group reported no remaining Schwab 1000 Index ETF position as of Q2 2023 after selling out during the quarter.
  • Oxford Financial Group sold 1,008 Schwab 1000 Index ETF shares in Q2 2023, an estimated $19.9K.
  • Oxford Financial Group first reported a position in Schwab 1000 Index ETF in Q4 2021 and held it in 6 quarters.
  • Oxford Financial Group's Schwab 1000 Index ETF position peaked at $23K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2023.

Based on Oxford Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.