Tarbox Family Office, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Tarbox Family Office, Inc.

$609 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 30, 2020	SELL	$22.3 - $34.12 $869 - $1,330	-39 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$30.95 - $33.72 $30 - $33	1 Added 2.63%	39 $1,000
Q2 2019 Aug 02, 2019	BUY	N/A	38 New	38 $1,000

Others Institutions Holding SCHF

# of Institutions

1,273

Shares Held

774M

Call Options Held

80.7K

Put Options Held

8.3K

Northwestern Mutual Wealth Management CO

155M
Shares

$2.88 Billion
5.68% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

82.7M
Shares

$1.54 Billion
11.54% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

81.1M
Shares

$1.51 Billion
6.84% of portfolio
Personal Capital Advisors Corp

71.3M
Shares

$1.33 Billion
11.16% of portfolio
Wealthfront Advisers LLC

50.6M
Shares

$942 Million
6.47% of portfolio

About SCHWAB STRATEGIC TR INTL EQTY

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