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 $101,894. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,559
Previous 3,559
-0.0%
Holding current value
$101,894
Previous $276,000
8.7%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio