Tanglewood Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Tanglewood Wealth Management, Inc.
- $769 Million
- Q2 2024
A detailed history of Tanglewood Wealth Management, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 10,099 shares of SCHX stock, worth $684,510. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,099
Previous 11,140
9.34%
Holding current value
$684,510
Previous $691,000
6.22%
% of portfolio
0.08%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding SCHX
# of Institutions
1,317Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio