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Oxford Financial Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Oxford Financial Group’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,540
Closed -$85.8K – 295
2023
Q4 		$85.8K Hold
3,540
– – 0.01% 252
2023
Q3 		$84.8K Buy
+3,540
New +$84.9K 0.01% 232

Other funds holding SCHO

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oxford Financial Group's SCHO Position: Q1 2024 in Review

Oxford Financial Group sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2024, closing a stake of 3,540 shares — an estimated $85.8K sold.

Oxford Financial Group first reported a position in SCHO in Q3 2023 and held it in 2 quarters. The position peaked at $85.8K in Q4 2023. 599 funds tracked by Wall St. Rank hold SCHO as of Q1 2024.

  • Oxford Financial Group reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Oxford Financial Group sold 3,540 Schwab Short-Term US Treasury ETF shares in Q1 2024, an estimated $85.8K.
  • Oxford Financial Group first reported a position in Schwab Short-Term US Treasury ETF in Q3 2023 and held it in 2 quarters.
  • Oxford Financial Group's Schwab Short-Term US Treasury ETF position peaked at $85.8K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2024.

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