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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,990
Closed -$55K 740
2022
Q2
$55K Hold
2,990
0.01% 313
2022
Q1
$66K Buy
+2,990
New +$66K 0.01% 315