Tanglewood Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Tanglewood Wealth Management, Inc.

$829 Million
Q4 2024

A detailed history of Tanglewood Wealth Management, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 9,596 shares of SCHH stock, worth $206,505. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,596

Previous 9,984 3.89%

Holding current value

$206,505

Previous $231,000 12.55%

% of portfolio

0.02%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$20.55 - $23.26 $7,973 - $9,024	-388 Reduced 3.89%	9,596 $202,000
Q3 2024 Oct 25, 2024	BUY	$19.78 - $23.53 $197,483 - $234,923	9,984 New	9,984 $231,000
Q1 2023 May 01, 2023	BUY	$18.01 - $21.78 $192,328 - $232,588	10,679 New	10,679 $208,000
Q2 2022 Jul 22, 2022	SELL	$20.18 - $25.97 $323,122 - $415,831	-16,012 Reduced 62.37%	9,662 $204,000
Q1 2022 May 10, 2022	BUY	$22.75 - $26.16 $584,083 - $671,631	25,674 New	25,674 $639,000
Q1 2020 Apr 24, 2020	SELL	$13.54 - $24.27 $1.79 Million - $3.21 Million	-132,084 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$22.24 - $24.07 $120,184 - $130,074	5,404 Added 4.27%	132,084 $6.07 Million
Q3 2019 Nov 12, 2019	BUY	$23.18 - $23.61 $35,140 - $35,792	1,516 Added 1.21%	126,680 $5.98 Million
Q2 2019 Jul 26, 2019	BUY	N/A	868 Added 0.7%	125,164 $5.56 Million
Q1 2019 Apr 24, 2019	BUY	N/A	3,314 Added 2.74%	124,296 $5.52 Million
Q4 2018 Feb 07, 2019	BUY	N/A	120,982 New	120,982 $4.66 Million

Others Institutions Holding SCHH

# of Institutions

550

Shares Held

184M

Call Options Held

21.9K

Put Options Held

86.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

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 U.S. Reit ETF Transaction History