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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
2024
Q3 		– Sell
-46,440
Closed -$1.21M – 324
2024
Q2 		$1.21M Buy
+46,440
New +$1.2M 0.08% 80

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QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Oxford Financial Group's SCHP Position: Q3 2024 in Review

Oxford Financial Group sold out of Schwab US TIPS ETF (SCHP) in Q3 2024, closing a stake of 46,440 shares — an estimated $1.21M sold.

Oxford Financial Group first reported a position in SCHP in Q2 2024 and held it in 1 quarter. The position peaked at $1.21M in Q2 2024. 635 funds tracked by Wall St. Rank hold SCHP as of Q3 2024.

  • Oxford Financial Group reported no remaining Schwab US TIPS ETF position as of Q3 2024 after selling out during the quarter.
  • Oxford Financial Group sold 46,440 Schwab US TIPS ETF shares in Q3 2024, an estimated $1.21M.
  • Oxford Financial Group first reported a position in Schwab US TIPS ETF in Q2 2024 and held it in 1 quarter.
  • Oxford Financial Group's Schwab US TIPS ETF position peaked at $1.21M in Q2 2024.
  • 635 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.