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%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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