Tarbox Family Office’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tarbox Family Office’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-234	Closed	-$3K	–	1292
2019 Q4	$3K	Buy	234 +6	+3%	+$74	﹤0.01%	699
2019 Q3	$3K	Hold	228	–	–	﹤0.01%	637
2019 Q2	$3K	Buy	+228	New	+$2.62K	﹤0.01%	643

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

Tarbox Family Office sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2020, closing a stake of 234 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in SCHX in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

Tarbox Family Office reported no remaining Schwab US Large- Cap ETF position as of Q1 2020 after selling out during the quarter.
Tarbox Family Office sold 234 Schwab US Large- Cap ETF shares in Q1 2020, an estimated $3K.
Tarbox Family Office first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 3 quarters.
Tarbox Family Office's Schwab US Large- Cap ETF position peaked at $3K in Q4 2019.
701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

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