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Charter Oak Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Charter Oak Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,155
Closed -$24K – 740
2022
Q2 		$24K Sell
1,155
-1,254
-52% -$28.9K ﹤0.01% 443
2022
Q1 		$61K Buy
2,409
+855
+55% +$21.4K 0.01% 326
2021
Q4 		$42K Buy
+1,554
New +$41.4K ﹤0.01% 381

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PCIA
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BBA
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LWMT
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AA
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Northwestern Mutual Wealth Management
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Charter Oak Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 1,155 shares — an estimated $24K sold.

Charter Oak Capital Management first reported a position in SCHM in Q4 2021 and held it in 3 quarters. The position peaked at $61K in Q1 2022. 718 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 1,155 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $24K.
  • Charter Oak Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 3 quarters.
  • Charter Oak Capital Management's Schwab US Mid-Cap ETF position peaked at $61K in Q1 2022.
  • 718 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

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