Tanglewood Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Tanglewood Wealth Management, Inc.

  • $971 Million
  • Q2 2025

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 $286,997. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,677
Previous 10,677 -0.0%
Holding current value
$286,997
Previous $294,000 4.08%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $191,687 - $604,674
7,118 Added 200.0%
10,677 $291,000
Q4 2023

Feb 07, 2024
BUY
$66.9 - $76.32 $238,097 - $271,622
3,559 New
3,559 $270,000
Q1 2023

May 01, 2023
BUY
$70.28 - $78.03 $250,126 - $277,708
3,559 New
3,559 $260,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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