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

Tatro Capital’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.28M	Sell	71,061 -1,485	-2%	-$26.3K	0.96%	22
2021 Q4	$1.38M	Sell	72,546 -852	-1%	-$15.7K	0.99%	23
2021 Q3	$1.27M	Sell	73,398 -2,886	-4%	-$51.5K	0.99%	22
2021 Q2	$1.32M	Sell	76,284 -1,296	-2%	-$21.9K	0.9%	25
2021 Q1	$1.24M	Sell	77,580 -2,940	-4%	-$46.1K	0.96%	23
2020 Q4	$1.22M	Sell	80,520 -774	-1%	-$11.1K	1.14%	18
2020 Q3	$1.09M	Sell	81,294 -1,158	-1%	-$15.4K	1.25%	19
2020 Q2	$1.02M	Buy	+82,452	New	+$961K	1.46%	17
2020 Q1	–	Sell	-92,238	Closed	-$1.18M	–	74
2019 Q4	$1.18M	Buy	+92,238	New	+$1.13M	1.06%	23

Other funds holding SCHX

CSIA

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Tatro Capital's SCHX Position: Q1 2022 in Review

Tatro Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q1 2022, selling an estimated $26.3K and leaving 71,061 shares worth $1.28M. The position accounts for 0.96% of the portfolio, ranked #22.

Tatro Capital first reported a position in SCHX in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.38M in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

Tatro Capital held 71,061 shares of Schwab US Large- Cap ETF worth $1.28M as of Q1 2022.
Tatro Capital sold 1,485 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $26.3K.
Schwab US Large- Cap ETF made up 0.96% of Tatro Capital's portfolio in Q1 2022, its #22 holding.
Tatro Capital first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 9 quarters since.
Tatro Capital's Schwab US Large- Cap ETF position peaked at $1.38M in Q4 2021.
984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

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