Charter Oak Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Charter Oak Capital Management, LLC

  • $1.07 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 09, 2022
BUY
$74.93 - $80.86 $45,407 - $49,001
606 New
606 $49,000
Q3 2021

Nov 08, 2021
SELL
$74.23 - $78.13 $7,423 - $7,813
-100 Closed
0 $0
Q2 2021

Jul 29, 2021
BUY
$73.32 - $77.65 $7,331 - $7,765
100 New
100 $8,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Charter Oak Capital Management, LLC Portfolio

Follow Charter Oak Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charter Oak Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charter Oak Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email