Tatro Capital’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $767K | Sell |
43,101
-2,427
| -5% | -$43.2K | 0.57% | 34 |
|
2021
Q4 | $858K | Sell |
45,528
-240
| -0.5% | -$4.52K | 0.62% | 30 |
|
2021
Q3 | $792K | Buy |
45,768
+4,182
| +10% | +$72.4K | 0.62% | 32 |
|
2021
Q2 | $723K | Sell |
41,586
-1,674
| -4% | -$29.1K | 0.49% | 40 |
|
2021
Q1 | $697K | Sell |
43,260
-1,536
| -3% | -$24.7K | 0.54% | 37 |
|
2020
Q4 | $679K | Sell |
44,796
-1,194
| -3% | -$18.1K | 0.63% | 29 |
|
2020
Q3 | $610K | Buy |
45,990
+2,136
| +5% | +$28.3K | 0.7% | 26 |
|
2020
Q2 | $537K | Buy |
+43,854
| New | +$537K | 0.77% | 25 |
|
2020
Q1 | – | Sell |
-906,780
| Closed | -$11.6M | – | 70 |
|
2019
Q4 | $11.6M | Buy |
+906,780
| New | +$11.6M | 10.43% | 1 |
|