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Charter Oak Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Charter Oak Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-50
Closed -$1K – 743
2022
Q2 		$1K Hold
50
– – ﹤0.01% 893
2022
Q1 		$1K Hold
50
– – ﹤0.01% 942
2021
Q4 		$1K Hold
50
– – ﹤0.01% 827
2021
Q3 		$1K Hold
50
– – ﹤0.01% 803
2021
Q2 		$1K Hold
50
– – ﹤0.01% 787
2021
Q1 		$1K Hold
50
– – ﹤0.01% 766
2020
Q4 		$1K Buy
+50
New +$1.4K ﹤0.01% 717

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

Charter Oak Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in SCHZ in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 503 funds tracked by Wall St. Rank hold SCHZ as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 50 Schwab US Aggregate Bond ETF shares in Q3 2022, an estimated $1K.
  • Charter Oak Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Schwab US Aggregate Bond ETF position peaked at $1K in Q2 2022.
  • 503 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2022.

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