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Tarbox Family Office’s Schwab US Broad Market ETF SCHB Stock Holding History

Tarbox Family Office’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-13,734
Closed -$131K – 601
2017
Q1 		$131K Hold
13,734
– – 0.07% 78
2016
Q4 		$124K Buy
+13,734
New +$121K 0.07% 69

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UBS Group
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HP
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RPGK
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AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
SG
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Tarbox Family Office's SCHB Position: Q2 2017 in Review

Tarbox Family Office sold out of Schwab US Broad Market ETF (SCHB) in Q2 2017, closing a stake of 13,734 shares — an estimated $131K sold.

Tarbox Family Office first reported a position in SCHB in Q4 2016 and held it in 2 quarters. The position peaked at $131K in Q1 2017. 337 funds tracked by Wall St. Rank hold SCHB as of Q2 2017.

  • Tarbox Family Office reported no remaining Schwab US Broad Market ETF position as of Q2 2017 after selling out during the quarter.
  • Tarbox Family Office sold 13,734 Schwab US Broad Market ETF shares in Q2 2017, an estimated $131K.
  • Tarbox Family Office first reported a position in Schwab US Broad Market ETF in Q4 2016 and held it in 2 quarters.
  • Tarbox Family Office's Schwab US Broad Market ETF position peaked at $131K in Q1 2017.
  • 337 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2017.

Based on Tarbox Family Office's 13F filing for Q2 2017, filed 19 Jul 2017.