Tanglewood Wealth Management, Inc. Schwab Fundamental U S Large C Transaction History

Tanglewood Wealth Management, Inc.

  • $830 Million
  • Q3 2024

A detailed history of Tanglewood Wealth Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 588,241 shares of FNDX stock, worth $14.4 Million. This represents 5.09% of its overall portfolio holdings.

Number of Shares
588,241
Previous 600,760 2.08%
Holding current value
$14.4 Million
Previous $40.2 Million 4.91%
% of portfolio
5.09%
Previous 5.23%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$65.36 - $71.76 $818,241 - $898,363
-12,519 Reduced 2.08%
588,241 $42.2 Million
Q2 2024

Jul 25, 2024
BUY
$63.87 - $67.55 $160,505 - $169,753
2,513 Added 0.42%
600,760 $40.2 Million
Q1 2024

May 08, 2024
SELL
$60.89 - $67.39 $3.82 Million - $4.23 Million
-62,745 Reduced 9.49%
598,247 $40.3 Million
Q4 2023

Feb 07, 2024
BUY
$53.46 - $62.11 $7.87 Million - $9.14 Million
147,130 Added 28.63%
660,992 $40.9 Million
Q3 2023

Oct 31, 2023
SELL
$55.81 - $59.78 $8.61 Million - $9.22 Million
-154,208 Reduced 23.08%
513,862 $28.8 Million
Q2 2023

Aug 04, 2023
BUY
$53.84 - $57.58 $3.3 Million - $3.53 Million
61,344 Added 10.11%
668,070 $38.5 Million
Q1 2023

May 01, 2023
SELL
$52.49 - $57.54 $2.74 Million - $3 Million
-52,219 Reduced 7.92%
606,726 $33.3 Million
Q4 2022

Feb 06, 2023
SELL
$48.43 - $56.6 $128,969 - $150,725
-2,663 Reduced 0.4%
658,945 $35.2 Million
Q3 2022

Nov 02, 2022
SELL
$47.76 - $56.79 $670,025 - $796,706
-14,029 Reduced 2.08%
661,608 $31.6 Million
Q2 2022

Jul 22, 2022
BUY
$49.93 - $59.29 $3.6 Million - $4.28 Million
72,178 Added 11.96%
675,637 $34.4 Million
Q1 2022

May 10, 2022
BUY
$55.41 - $59.9 $14.2 Million - $15.3 Million
255,963 Added 73.66%
603,459 $35.3 Million
Q4 2021

Feb 02, 2022
BUY
$54.44 - $58.74 $1.75 Million - $1.89 Million
32,103 Added 10.18%
347,496 $20.4 Million
Q3 2021

Nov 10, 2021
BUY
$52.82 - $56.3 $411,414 - $438,520
7,789 Added 2.53%
315,393 $17 Million
Q2 2021

Aug 02, 2021
BUY
$52.09 - $56.08 $959,393 - $1.03 Million
18,418 Added 6.37%
307,604 $16.8 Million
Q1 2021

Apr 29, 2021
BUY
$44.75 - $52.45 $12.9 Million - $15.2 Million
289,186 New
289,186 $14.9 Million
Q1 2020

Apr 24, 2020
SELL
$27.15 - $43.59 $16.3 Million - $26.1 Million
-599,758 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$38.15 - $42.78 $22.9 Million - $25.7 Million
599,758 New
599,758 $25.6 Million

Others Institutions Holding FNDX

# of Institutions
600
Shares Held
209M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Tanglewood Wealth Management, Inc. Portfolio

Follow Tanglewood Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanglewood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email