TC
SCHX icon

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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return