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Oxford Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Oxford Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-52,299
Closed -$1.31M – 294
2023
Q4 		$1.31M Hold
52,299
– – 0.1% 71
2023
Q3 		$1.18M Buy
+52,299
New +$1.24M 0.1% 66

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Cerity Partners
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PCIA
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AA
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UBS Group
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Oxford Financial Group's SCHM Position: Q1 2024 in Review

Oxford Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 52,299 shares — an estimated $1.31M sold.

Oxford Financial Group first reported a position in SCHM in Q3 2023 and held it in 2 quarters. The position peaked at $1.31M in Q4 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Oxford Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Oxford Financial Group sold 52,299 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $1.31M.
  • Oxford Financial Group first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and held it in 2 quarters.
  • Oxford Financial Group's Schwab US Mid-Cap ETF position peaked at $1.31M in Q4 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Oxford Financial Group's 13F filing for Q1 2024, filed 13 May 2024.