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Charter Oak Capital Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Charter Oak Capital Management’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-400
Closed -$10K – 919
2021
Q3 		$10K Buy
+400
New +$10.2K ﹤0.01% 580

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AA
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Charter Oak Capital Management's SCHO Position: Q4 2021 in Review

Charter Oak Capital Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q4 2021, closing a stake of 400 shares — an estimated $10K sold.

Charter Oak Capital Management first reported a position in SCHO in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 521 funds tracked by Wall St. Rank hold SCHO as of Q4 2021.

  • Charter Oak Capital Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 400 Schwab Short-Term US Treasury ETF shares in Q4 2021, an estimated $10K.
  • Charter Oak Capital Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Charter Oak Capital Management's Schwab Short-Term US Treasury ETF position peaked at $10K in Q3 2021.
  • 521 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.