Schwab U S Broad Market ETF shares owned by Tanglewood Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Tanglewood Wealth Management
from 13F filings
Historical chart of Tanglewood Wealth Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Tanglewood Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $17M | 249k | 66.52 |
2024-06-30 | $16M | 254k | 62.87 |
2024-03-31 | $16M | 257k | 61.05 |
2023-12-31 | $15M | 263k | 55.67 |
2023-09-30 | $7.7M | 155k | 49.85 |
2023-06-30 | $14M | 261k | 51.70 |
2023-03-31 | $10M | 214k | 47.85 |
2022-12-31 | $9.9M | 220k | 44.81 |
2022-09-30 | $9.5M | 226k | 41.99 |
2022-06-30 | $12M | 261k | 44.19 |
2022-03-31 | $16M | 301k | 53.39 |
2021-12-31 | $20M | 175k | 113.01 |
2021-09-30 | $17M | 159k | 103.86 |
2021-06-30 | $18M | 173k | 104.27 |
2021-03-31 | $17M | 175k | 96.71 |
2020-12-31 | $17M | 181k | 90.99 |
2020-09-30 | $13M | 159k | 79.64 |
2020-06-30 | $12M | 164k | 73.47 |
2020-03-31 | $12M | 193k | 60.43 |
2019-12-31 | $26M | 343k | 76.88 |
2019-09-30 | $23M | 328k | 71.02 |
2019-06-30 | $22M | 313k | 70.53 |
2019-03-31 | $26M | 383k | 68.05 |
2018-12-31 | $18M | 301k | 59.93 |
2018-09-30 | $551k | 7.8k | 70.34 |
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