Tanglewood Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Tanglewood Wealth Management, Inc.
- $1.02 Billion
- Q4 2025
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 $290,841. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,677
Previous 10,677
-0.0%
Holding current value
$290,841
Previous $291,000
0.34%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,065Shares Held
866MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio