Tanglewood Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Tanglewood Wealth Management

Quarter filed Position value Share count Share price at filing
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