Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 08, 2021

SELL
$51.52 - $54.94 $1,957 - $2,087
-38 Closed
0 $0
Q1 2021

May 17, 2021

SELL
$44.9 - $48.34 $628 - $676
-14 Reduced 26.92%
38 $4,000
Q4 2020

Feb 12, 2021

BUY
$39.35 - $45.48 $2,046 - $2,364
52 New
52 $5,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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.