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

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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return