Tanglewood Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Tanglewood Wealth Management, Inc.
- $829 Million
- Q4 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 10,677 shares of SCHD stock, worth $301,198. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,677
Previous 3,559
200.0%
Holding current value
$301,198
Previous $300,000
3.0%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,931Shares Held
820MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.4 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$803 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$757 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$734 Million4.56% of portfolio