Tanglewood Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Tanglewood Wealth Management, Inc.
- $830 Million
- Q3 2024
A detailed history of Tanglewood Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 3,559 shares of SCHD stock, worth $96,377. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,559
Previous 3,559
-0.0%
Holding current value
$96,377
Previous $276,000
8.7%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio