Tatro Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tatro Capital’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$5.31M	Buy	202,065 +9,033	+5%	+$237K	3.98%	10
2021 Q4	$5.2M	Buy	193,032 +4,962	+3%	+$129K	3.74%	10
2021 Q3	$4.65M	Sell	188,070 -5,379	-3%	-$137K	3.64%	11
2021 Q2	$4.88M	Buy	193,449 +7,917	+4%	+$200K	3.33%	12
2021 Q1	$4.51M	Buy	185,532 +173,019	+1,383%	+$3.94M	3.49%	12
2020 Q4	$268K	Buy	+12,513	New	+$254K	0.25%	63
2020 Q2	–	Sell	-7,251	Closed	-$109K	–	68
2020 Q1	$109K	Sell	7,251 -4,035	-36%	-$72.4K	0.19%	41
2019 Q4	$218K	Buy	+11,286	New	+$211K	0.2%	51

Other funds holding SCHD

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tatro Capital's SCHD Position: Q1 2022 in Review

Tatro Capital increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.7% in Q1 2022, buying an estimated $237K and bringing the position to 202,065 shares worth $5.31M. The position accounts for 3.98% of the portfolio, ranked #10.

Tatro Capital first reported a position in SCHD in Q4 2019 and has held it in 8 quarters since. 1,174 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

Tatro Capital held 202,065 shares of Schwab US Dividend Equity ETF worth $5.31M as of Q1 2022.
Tatro Capital bought 9,033 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $237K.
Schwab US Dividend Equity ETF made up 3.98% of Tatro Capital's portfolio in Q1 2022, its #10 holding.
Tatro Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 8 quarters since.
1,174 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

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