Tanglewood Wealth Management »

Schwab Strategic Tr us dividend eq shares owned by Tanglewood Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Tanglewood Wealth Management from 13F filings

Historical chart of Tanglewood Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Tanglewood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $301k 3.6k 84.53
2024-06-30 $277k 3.6k 77.76
2024-03-31 $287k 3.6k 80.63
2023-12-31 $271k 3.6k 76.13
2023-06-30 $259k 3.6k 72.62
2023-03-31 $260k 3.6k 73.16

More positions owned by Tanglewood Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Ishares Tr Russell 3000 Etf (IWV)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Tanglewood Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq