Charter Oak Capital Management, LLC Schwab Strategic U.S. Mid Cap 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
Q2 2022

Jul 21, 2022
SELL
$60.91 - $76.4 $25,460 - $31,935
-418 Reduced 52.05%
385 $24,000
Q1 2022

May 05, 2022
BUY
$70.66 - $80.89 $20,138 - $23,053
285 Added 55.02%
803 $61,000
Q4 2021

Feb 09, 2022
BUY
$76.01 - $83.39 $39,373 - $43,196
518 New
518 $42,000

Others Institutions Holding SCHM

# of Institutions
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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