Charter Oak Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

Charter Oak Capital Management’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-482	Closed	-$8K	–	736
2022 Q2	$8K	Hold	482	–	–	﹤0.01%	632
2022 Q1	$9K	Buy	+482	New	+$8.96K	﹤0.01%	650

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CSIA

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PCA

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GSIS

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 482 shares — an estimated $8K sold.

Charter Oak Capital Management first reported a position in SCHF in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Charter Oak Capital Management reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 482 Schwab International Equity ETF shares in Q3 2022, an estimated $8K.
Charter Oak Capital Management first reported a position in Schwab International Equity ETF in Q1 2022 and held it in 2 quarters.
Charter Oak Capital Management's Schwab International Equity ETF position peaked at $9K in Q1 2022.
903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

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