Tanglewood Wealth Management, Inc. Schwab Strategic Tr Us Large C Transaction History
Tanglewood Wealth Management, Inc.
- $830 Million
- Q3 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 9,976 shares of SCHX stock, worth $231,044. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,976
Previous 10,099
1.22%
Holding current value
$231,044
Previous $648,000
4.32%
% of portfolio
0.08%
Previous 0.08%
Shares
22 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$647 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$593 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$477 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$322 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$286 Million1.12% of portfolio