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Tarbox Family Office’s Schwab US REIT ETF SCHH Stock Holding History

Tarbox Family Office’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-50
Closed -$1K – 1291
2019
Q4 		$1K Buy
50
+2
+4% +$47 ﹤0.01% 1049
2019
Q3 		$1K Hold
48
– – ﹤0.01% 1001
2019
Q2 		$1K Buy
+48
New +$1.07K ﹤0.01% 1009

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US Bancorp
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Jones Financial Companies
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
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MTC
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Tarbox Family Office's SCHH Position: Q1 2020 in Review

Tarbox Family Office sold out of Schwab US REIT ETF (SCHH) in Q1 2020, closing a stake of 50 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in SCHH in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 399 funds tracked by Wall St. Rank hold SCHH as of Q1 2020.

  • Tarbox Family Office reported no remaining Schwab US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 50 Schwab US REIT ETF shares in Q1 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Schwab US REIT ETF in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Schwab US REIT ETF position peaked at $1K in Q4 2019.
  • 399 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2020.

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