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Oxford Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History

Oxford Financial Group’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27 Buy
+1
New +$27 ﹤0.01% 296
2024
Q3 		– Sell
-46,440
Closed -$1.21M – 324
2024
Q2 		$1.21M Buy
+46,440
New +$1.2M 0.08% 80

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Oxford Financial Group opened a new position in Schwab US TIPS ETF (SCHP) in Q2 2026: 1 share worth $27. The stake represents ﹤0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: Oxford Financial Group previously reported a position in SCHP as recently as Q2 2024.

Oxford Financial Group first reported a position in SCHP in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.21M in Q2 2024. 787 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

  • Oxford Financial Group held 1 share of Schwab US TIPS ETF worth $27 as of Q2 2026.
  • Schwab US TIPS ETF was a new Oxford Financial Group position in Q2 2026.
  • Schwab US TIPS ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #296 holding.
  • Oxford Financial Group first reported a position in Schwab US TIPS ETF in Q2 2024 and has held it in 2 quarters since.
  • Oxford Financial Group's Schwab US TIPS ETF position peaked at $1.21M in Q2 2024.
  • 787 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

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