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Charter Oak Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Charter Oak Capital Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,990
Closed -$55K – 739
2022
Q2 		$55K Hold
2,990
– – 0.01% 313
2022
Q1 		$66K Buy
+2,990
New +$64.9K 0.01% 315

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CG
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Bank of America
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CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Schwab 1000 Index ETF (SCHK) in Q3 2022, closing a stake of 2,990 shares — an estimated $55K sold.

Charter Oak Capital Management first reported a position in SCHK in Q1 2022 and held it in 2 quarters. The position peaked at $66K in Q1 2022. 121 funds tracked by Wall St. Rank hold SCHK as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Schwab 1000 Index ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 2,990 Schwab 1000 Index ETF shares in Q3 2022, an estimated $55K.
  • Charter Oak Capital Management first reported a position in Schwab 1000 Index ETF in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Schwab 1000 Index ETF position peaked at $66K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2022.

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