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

Tanglewood Wealth Management, Inc.

  • $829 Million
  • Q4 2024

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 $296,713. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,677
Previous 3,559 200.0%
Holding current value
$296,713
Previous $300,000 3.0%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $191,687 - $604,674
7,118 Added 200.0%
10,677 $291,000
Q4 2023

Feb 07, 2024
BUY
$66.9 - $76.32 $238,097 - $271,622
3,559 New
3,559 $270,000
Q1 2023

May 01, 2023
BUY
$70.28 - $78.03 $250,126 - $277,708
3,559 New
3,559 $260,000

Others Institutions Holding SCHD

# of Institutions
1,919
Shares Held
789M
Call Options Held
4.7M
Put Options Held
2.08M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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