Tatro Capital’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Tatro Capital’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$653K	Buy	27,423 +6	+0%	+$142	0.49%	37
2021 Q4	$669K	Buy	27,417 +9	+0%	+$213	0.48%	37
2021 Q3	$617K	Buy	27,408 +66	+0.2%	+$1.53K	0.48%	38
2021 Q2	$623K	Sell	27,342 -408	-1%	-$9.26K	0.43%	44
2021 Q1	$604K	Sell	27,750 -456	-2%	-$9.5K	0.47%	41
2020 Q4	$560K	Buy	28,206 +14,241	+102%	+$266K	0.52%	35
2020 Q3	$243K	Buy	13,965 +18	+0.1%	+$315	0.28%	53
2020 Q2	$233K	Buy	+13,947	New	+$228K	0.33%	46
2020 Q1	–	Sell	-20,124	Closed	-$403K	–	73
2019 Q4	$403K	Buy	+20,124	New	+$390K	0.36%	28

Other funds holding SCHV

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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Tatro Capital's SCHV Position: Q1 2022 in Review

Tatro Capital increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.02% in Q1 2022, buying an estimated $142 and bringing the position to 27,423 shares worth $653K. The position accounts for 0.49% of the portfolio, ranked #37.

Tatro Capital first reported a position in SCHV in Q4 2019 and has held it in 9 quarters since. The position peaked at $669K in Q4 2021. 643 funds tracked by Wall St. Rank hold SCHV as of Q1 2022.

Tatro Capital held 27,423 shares of Schwab US Large-Cap Value ETF worth $653K as of Q1 2022.
Tatro Capital bought 6 Schwab US Large-Cap Value ETF shares in Q1 2022, an estimated $142.
Schwab US Large-Cap Value ETF made up 0.49% of Tatro Capital's portfolio in Q1 2022, its #37 holding.
Tatro Capital first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 9 quarters since.
Tatro Capital's Schwab US Large-Cap Value ETF position peaked at $669K in Q4 2021.
643 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2022.

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