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 $283,687. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,677
Previous 10,677
-0.0%
Holding current value
$283,687
Previous $294,000
4.08%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,016Shares Held
841MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio