Tanglewood Wealth Management, Inc. SCHB Holdings History
Tanglewood Wealth Management, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Tanglewood Wealth Management, Inc. held 922,238.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $21.98 Mil. This investment constitutes 2.17% of their stock portfolio, and Tanglewood Wealth Management, Inc. now holds 0.06% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q3. And since then Tanglewood Wealth Management, Inc. has made 13 purchases of SCHB, at an average price of $29.42, for a total of 1.80 Mil shares. In addition, there have been 15 sales at an average price of $38.79 for 875,204.00 shares. Based on historical transaction data and SCHB's current price of $24.48, Tanglewood Wealth Management, Inc.'s estimated gain on his SCHB holdings is $3.65 Mil, reflecting a 6.90% gain to date.
Tanglewood Wealth Management, Inc. SCHB ($24.48) Holding Chart
Tanglewood Wealth Management, Inc. SCHB ($24.48) 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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