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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $330M AUM 18.08% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

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