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Charter Oak Capital Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Charter Oak Capital Management’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-72
Closed -$2K – 733
2022
Q2 		$2K Buy
+72
New +$2.49K ﹤0.01% 849

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TF
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Creative Planning
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AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Charter Oak Capital Management's SCHC Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2022, closing a stake of 72 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in SCHC in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 326 funds tracked by Wall St. Rank hold SCHC as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 72 Schwab International Small-Cap Equity ETF shares in Q3 2022, an estimated $2K.
  • Charter Oak Capital Management first reported a position in Schwab International Small-Cap Equity ETF in Q2 2022 and held it in 1 quarter.
  • Charter Oak Capital Management's Schwab International Small-Cap Equity ETF position peaked at $2K in Q2 2022.
  • 326 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.