TFO
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Tarbox Family Office’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Tarbox Family Office’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-63
Closed -$2K – 1289
2019
Q4 		$2K Buy
63
+2
+3% +$53 ﹤0.01% 843
2019
Q3 		$2K Hold
61
– – ﹤0.01% 776
2019
Q2 		$2K Buy
+61
New +$1.58K ﹤0.01% 787

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Tarbox Family Office sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 63 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in SCHE in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • Tarbox Family Office reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 63 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $2K.
  • Tarbox Family Office first reported a position in Schwab Emerging Markets Equity ETF in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Schwab Emerging Markets Equity ETF position peaked at $2K in Q4 2019.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

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