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

Tanglewood Wealth Management, Inc.

$829 Million
Q4 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 29,926 shares of SCHX stock, worth $680,517. This represents 0.08% of its overall portfolio holdings.

Number of Shares

29,926

Previous 9,976 199.98%

Holding current value

$680,517

Previous $676,000 2.51%

% of portfolio

0.08%

Previous 0.08%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $446,880 - $1.36 Million	19,950 Added 199.98%	29,926 $693,000
Q3 2024 Oct 25, 2024	SELL	$61.11 - $67.85 $7,516 - $8,345	-123 Reduced 1.22%	9,976 $676,000
Q2 2024 Jul 25, 2024	SELL	$58.7 - $64.78 $61,106 - $67,435	-1,041 Reduced 9.34%	10,099 $648,000
Q1 2024 May 08, 2024	SELL	$55.41 - $62.08 $15,348 - $17,196	-277 Reduced 2.43%	11,140 $691,000
Q4 2023 Feb 07, 2024	BUY	$48.47 - $56.6 $3,974 - $4,641	82 Added 0.72%	11,417 $643,000
Q3 2023 Oct 31, 2023	SELL	$50.36 - $54.21 $3,676 - $3,957	-73 Reduced 0.64%	11,335 $573,000
Q2 2023 Aug 04, 2023	BUY	$47.67 - $52.37 $70,074 - $76,983	1,470 Added 14.79%	11,408 $597,000
Q4 2022 Feb 06, 2023	BUY	$42.25 - $48.16 $12,083 - $13,773	286 Added 2.96%	9,938 $448,000
Q3 2022 Nov 02, 2022	SELL	$42.35 - $51.01 $18,210 - $21,934	-430 Reduced 4.27%	9,652 $409,000
Q2 2022 Jul 22, 2022	SELL	$43.35 - $54.51 $57,222 - $71,953	-1,320 Reduced 11.58%	10,082 $450,000
Q1 2022 May 10, 2022	BUY	$49.51 - $57.27 $175,116 - $202,563	3,537 Added 44.97%	11,402 $614,000
Q4 2021 Feb 02, 2022	BUY	$51.9 - $57.29 $1,764 - $1,947	34 Added 0.43%	7,865 $895,000
Q3 2021 Nov 10, 2021	SELL	$51.52 - $54.94 $39,773 - $42,413	-772 Reduced 8.97%	7,831 $815,000
Q2 2021 Aug 02, 2021	SELL	$48.62 - $52.01 $148,047 - $158,370	-3,045 Reduced 26.14%	8,603 $894,000
Q1 2021 Apr 29, 2021	SELL	$44.9 - $48.34 $415,639 - $447,483	-9,257 Reduced 44.28%	11,648 $1.12 Million
Q4 2020 Feb 05, 2021	BUY	$39.35 - $45.48 $681,423 - $787,577	17,317 Added 482.64%	20,905 $1.9 Million
Q3 2020 Oct 16, 2020	SELL	$37.26 - $43.03 $3,986 - $4,604	-107 Reduced 2.9%	3,588 $289,000
Q2 2020 Aug 07, 2020	SELL	$29.25 - $38.76 $31,970 - $42,364	-1,093 Reduced 22.83%	3,695 $274,000
Q1 2020 Apr 24, 2020	SELL	$26.61 - $40.52 $256,972 - $391,301	-9,657 Reduced 66.85%	4,788 $293,000
Q4 2019 Feb 04, 2020	SELL	$34.42 - $38.54 $7,813 - $8,748	-227 Reduced 1.55%	14,445 $1.11 Million
Q2 2019 Jul 26, 2019	SELL	N/A	-6,696 Reduced 31.34%	14,672 $1.03 Million
Q1 2019 Apr 24, 2019	SELL	N/A	-2,471 Reduced 10.37%	21,368 $1.45 Million
Q4 2018 Feb 07, 2019	BUY	N/A	23,839 New	23,839 $1.42 Million

Others Institutions Holding SCHX

# of Institutions

1,476

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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