Tatro Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Tatro Capital’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.4M	Sell	50,370 -10,888	-18%	-$315K	1.05%	21
2021 Q4	$1.81M	Buy	61,258 +37,024	+153%	+$1.13M	1.3%	19
2021 Q3	$739K	Buy	24,234 +121	+0.5%	+$3.78K	0.58%	34
2021 Q2	$793K	Buy	24,113 +2,548	+12%	+$82.6K	0.54%	37
2021 Q1	$685K	Buy	21,565 +4,620	+27%	+$150K	0.53%	38
2020 Q4	$519K	Buy	16,945 +6,841	+68%	+$198K	0.48%	37
2020 Q3	$270K	Buy	10,104 +303	+3%	+$8.1K	0.31%	49
2020 Q2	$239K	Sell	9,801 -133,566	-93%	-$3.03M	0.34%	45
2020 Q1	$2.97M	Sell	143,367 -78,142	-35%	-$1.95M	5.3%	8
2019 Q4	$6.06M	Buy	+221,509	New	+$5.84M	5.44%	6

Other funds holding SCHE

CSIA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tatro Capital's SCHE Position: Q1 2022 in Review

Tatro Capital reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 18% in Q1 2022, selling an estimated $315K and leaving 50,370 shares worth $1.4M. The position accounts for 1.05% of the portfolio, ranked #21.

Tatro Capital first reported a position in SCHE in Q4 2019 and has held it in 10 quarters since. The position peaked at $6.06M in Q4 2019. 718 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

Tatro Capital held 50,370 shares of Schwab Emerging Markets Equity ETF worth $1.4M as of Q1 2022.
Tatro Capital sold 10,888 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $315K.
Schwab Emerging Markets Equity ETF made up 1.05% of Tatro Capital's portfolio in Q1 2022, its #21 holding.
Tatro Capital first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and has held it in 10 quarters since.
Tatro Capital's Schwab Emerging Markets Equity ETF position peaked at $6.06M in Q4 2019.
718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

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