Tatro Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.28M | Sell |
71,061
-1,485
| -2% | -$26.7K | 0.96% | 22 |
|
|
2021
Q4 | $1.38M | Sell |
72,546
-852
| -1% | -$16.2K | 0.99% | 23 |
|
|
2021
Q3 | $1.27M | Sell |
73,398
-2,886
| -4% | -$50.1K | 0.99% | 22 |
|
|
2021
Q2 | $1.32M | Sell |
76,284
-1,296
| -2% | -$22.5K | 0.9% | 25 |
|
|
2021
Q1 | $1.24M | Sell |
77,580
-2,940
| -4% | -$47.1K | 0.96% | 23 |
|
|
2020
Q4 | $1.22M | Sell |
80,520
-774
| -1% | -$11.7K | 1.14% | 18 |
|
|
2020
Q3 | $1.09M | Sell |
81,294
-1,158
| -1% | -$15.6K | 1.25% | 19 |
|
|
2020
Q2 | $1.02M | Buy |
+82,452
| New | +$1.02M | 1.46% | 17 |
|
|
2020
Q1 | – | Sell |
-92,238
| Closed | -$1.18M | – | 74 |
|
|
2019
Q4 | $1.18M | Buy |
+92,238
| New | +$1.18M | 1.06% | 23 |
|