Tanglewood Wealth Management, Inc. FNDX Holdings History
Tanglewood Wealth Management, Inc.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Tanglewood Wealth Management, Inc. held 1.23 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $29.13 Mil. This investment constitutes 3.28% of their stock portfolio, and Tanglewood Wealth Management, Inc. now holds 0.17% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2019Q4. And since then Tanglewood Wealth Management, Inc. has made 11 purchases of FNDX, at an average price of $37.56, for a total of 2.65 Mil shares. In addition, there have been 8 sales at an average price of $37.56 for 1.42 Mil shares. Based on historical transaction data and FNDX's current price of $24.90, Tanglewood Wealth Management, Inc.'s estimated gain on his FNDX holdings is $-15.62 Mil, reflecting a -15.69% gain to date.
Tanglewood Wealth Management, Inc. FNDX ($24.90) Holding Chart
Tanglewood Wealth Management, Inc. FNDX ($24.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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