TFO
SCHC icon

Tarbox Family Office’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Tarbox Family Office’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-39
Closed -$1K – 1288
2019
Q4 		$1K Buy
39
+1
+3% +$33 ﹤0.01% 1047
2019
Q3 		$1K Hold
38
– – ﹤0.01% 999
2019
Q2 		$1K Buy
+38
New +$1.23K ﹤0.01% 1007

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Tarbox Family Office's SCHC Position: Q1 2020 in Review

Tarbox Family Office sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2020, closing a stake of 39 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in SCHC in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 259 funds tracked by Wall St. Rank hold SCHC as of Q1 2020.

  • Tarbox Family Office reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 39 Schwab International Small-Cap Equity ETF shares in Q1 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Schwab International Small-Cap Equity ETF in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Schwab International Small-Cap Equity ETF position peaked at $1K in Q4 2019.
  • 259 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.