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
593
Shares Held
193M
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
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