Charter Oak Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-228	Closed	-$4K	–	874
2021 Q2	$4K	Hold	228	–	–	﹤0.01%	693
2021 Q1	$4K	Sell	228 -84	-27%	-$1.32K	﹤0.01%	657
2020 Q4	$5K	Buy	+312	New	+$4.46K	﹤0.01%	607

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Charter Oak Capital Management's SCHX Position: Q3 2021 in Review

Charter Oak Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2021, closing a stake of 228 shares — an estimated $4K sold.

Charter Oak Capital Management first reported a position in SCHX in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q4 2020. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Charter Oak Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2021 after selling out during the quarter.
Charter Oak Capital Management sold 228 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $4K.
Charter Oak Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 3 quarters.
Charter Oak Capital Management's Schwab US Large- Cap ETF position peaked at $5K in Q4 2020.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

Based on Charter Oak Capital Management's 13F filing for Q3 2021, filed 8 Nov 2021.