Tatro Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Tatro Capital’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$767K	Sell	43,101 -2,427	-5%	-$42.6K	0.57%	34
2021 Q4	$858K	Sell	45,528 -240	-0.5%	-$4.42K	0.62%	30
2021 Q3	$792K	Buy	45,768 +4,182	+10%	+$74.4K	0.62%	32
2021 Q2	$723K	Sell	41,586 -1,674	-4%	-$28.3K	0.49%	40
2021 Q1	$697K	Sell	43,260 -1,536	-3%	-$24.2K	0.54%	37
2020 Q4	$679K	Sell	44,796 -1,194	-3%	-$17K	0.63%	29
2020 Q3	$610K	Buy	45,990 +2,136	+5%	+$28.1K	0.7%	26
2020 Q2	$537K	Buy	+43,854	New	+$506K	0.77%	25
2020 Q1	–	Sell	-906,780	Closed	-$11.6M	–	70
2019 Q4	$11.6M	Buy	+906,780	New	+$11.1M	10.43%	1

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

CJFS

Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

Tatro Capital's SCHB Position: Q1 2022 in Review

Tatro Capital reduced its Schwab US Broad Market ETF (SCHB) stake by 5.3% in Q1 2022, selling an estimated $42.6K and leaving 43,101 shares worth $767K. The position accounts for 0.57% of the portfolio, ranked #34.

Tatro Capital first reported a position in SCHB in Q4 2019 and has held it in 9 quarters since. The position peaked at $11.6M in Q4 2019. 891 funds tracked by Wall St. Rank hold SCHB as of Q1 2022.

Tatro Capital held 43,101 shares of Schwab US Broad Market ETF worth $767K as of Q1 2022.
Tatro Capital sold 2,427 Schwab US Broad Market ETF shares in Q1 2022, an estimated $42.6K.
Schwab US Broad Market ETF made up 0.57% of Tatro Capital's portfolio in Q1 2022, its #34 holding.
Tatro Capital first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 9 quarters since.
Tatro Capital's Schwab US Broad Market ETF position peaked at $11.6M in Q4 2019.
891 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2022.

Based on Tatro Capital's 13F filing for Q1 2022, filed 13 May 2022.