Tatro Capital, LLC SCHD Holdings History

Number of Shares
67,355.00
Current Holdings Value*
$5.31 Mil
% of Portfolio
3.98%
Total Estimate Gain
$-2.81 Mil
% of Total Estimate Gain
-56.67%

Tatro Capital, LLC's Schwab US Dividend Equity ETF Holding Summary

As of 2022-03-31, Tatro Capital, LLC held 67,355.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $5.31 Mil. This investment constitutes 3.98% of their stock portfolio, and Tatro Capital, LLC now holds 0.01% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.

The initial trade took place in 2019Q4. And since then Tatro Capital, LLC has made 5 purchases of SCHD, at an average price of $68.08, for a total of 72,910.00 shares. In addition, there have been 3 sales at an average price of $59.58 for 5,555.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Tatro Capital, LLC's estimated gain on his SCHD holdings is $-2.81 Mil, reflecting a -56.67% gain to date.

Tatro Capital, LLC SCHD ($27.02) Holding Chart

Tatro Capital, LLC SCHD ($27.02) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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