Tatro Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tatro Capital’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$663K	Sell	26,226 -1,548	-6%	-$38.8K	0.5%	36
2021 Q4	$745K	Sell	27,774 -2,808	-9%	-$74.9K	0.54%	34
2021 Q3	$782K	Sell	30,582 -1,236	-4%	-$32.3K	0.61%	33
2021 Q2	$830K	Sell	31,818 -588	-2%	-$15.2K	0.57%	33
2021 Q1	$804K	Sell	32,406 -1,566	-5%	-$38K	0.62%	31
2020 Q4	$772K	Sell	33,972 -3,813	-10%	-$79.5K	0.72%	26
2020 Q3	$699K	Sell	37,785 -459	-1%	-$8.5K	0.8%	24
2020 Q2	$671K	Buy	+38,244	New	+$623K	0.96%	23
2020 Q1	–	Sell	-42,687	Closed	-$856K	–	71
2019 Q4	$856K	Buy	+42,687	New	+$826K	0.77%	25

Other funds holding SCHM

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Tatro Capital's SCHM Position: Q1 2022 in Review

Tatro Capital reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.6% in Q1 2022, selling an estimated $38.8K and leaving 26,226 shares worth $663K. The position accounts for 0.5% of the portfolio, ranked #36.

Tatro Capital first reported a position in SCHM in Q4 2019 and has held it in 9 quarters since. The position peaked at $856K in Q4 2019. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

Tatro Capital held 26,226 shares of Schwab US Mid-Cap ETF worth $663K as of Q1 2022.
Tatro Capital sold 1,548 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $38.8K.
Schwab US Mid-Cap ETF made up 0.5% of Tatro Capital's portfolio in Q1 2022, its #36 holding.
Tatro Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 9 quarters since.
Tatro Capital's Schwab US Mid-Cap ETF position peaked at $856K in Q4 2019.
758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

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