Charter Oak Capital Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-334
Closed -$8K 735
2022
Q2
$8K Buy
334
+246
+280% +$6.43K ﹤0.01% 631
2022
Q1
$2K Buy
+88
New +$2.55K ﹤0.01% 894

Other funds holding SCHE

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

Charter Oak Capital Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 334 shares — an estimated $8K sold.

Charter Oak Capital Management first reported a position in SCHE in Q1 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 334 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $8K.
  • Charter Oak Capital Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Schwab Emerging Markets Equity ETF position peaked at $8K in Q2 2022.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

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