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Tanglewood Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Tanglewood Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.7M Buy
1,577,486
+42,595
+3% +$1.19M 3.89% 9
2026
Q1 		$38.5M Buy
1,534,891
+729,589
+91% +$19.1M 3.19% 11
2025
Q4 		$21.1M Sell
805,302
-116,110
-13% -$3.02M 1.94% 14
2025
Q3 		$23.7M Sell
921,412
-826
-0.1% -$20.4K 2.2% 15
2025
Q2 		$22M Buy
922,238
+247,300
+37% +$5.45M 2.17% 15
2025
Q1 		$14.5M Sell
674,938
-72,754
-10% -$1.66M 1.63% 18
2024
Q4 		$17M Buy
747,692
+2,156
+0.3% +$49.2K 1.96% 15
2024
Q3 		$16.5M Sell
745,536
-16,470
-2% -$352K 1.9% 14
2024
Q2 		$16M Sell
762,006
-9,447
-1% -$191K 1.99% 13
2024
Q1 		$15.7M Sell
771,453
-16,371
-2% -$317K 1.94% 15
2023
Q4 		$14.6M Buy
787,824
+322,761
+69% +$5.57M 1.79% 14
2023
Q3 		$7.73M Sell
465,063
-318,321
-41% -$5.51M 1.31% 14
2023
Q2 		$13.5M Buy
783,384
+140,955
+22% +$2.3M 1.93% 13
2023
Q1 		$10.2M Sell
642,429
-17,418
-3% -$272K 1.49% 16
2022
Q4 		$9.86M Sell
659,847
-19,095
-3% -$287K 1.48% 17
2022
Q3 		$9.5M Sell
678,942
-103,701
-13% -$1.61M 1.43% 18
2022
Q2 		$11.5M Sell
782,643
-120,972
-13% -$1.94M 1.56% 18
2022
Q1 		$16.1M Sell
903,615
-148,569
-14% -$2.61M 2.41% 13
2021
Q4 		$19.8M Buy
1,052,184
+97,032
+10% +$1.79M 3.29% 12
2021
Q3 		$16.5M Sell
955,152
-85,452
-8% -$1.52M 2.94% 12
2021
Q2 		$18.1M Sell
1,040,604
-10,578
-1% -$179K 3.24% 10
2021
Q1 		$16.9M Sell
1,051,182
-35,820
-3% -$565K 3.37% 10
2020
Q4 		$16.5M Buy
1,087,002
+131,370
+14% +$1.87M 3.47% 9
2020
Q3 		$12.7M Sell
955,632
-25,332
-3% -$333K 2.89% 11
2020
Q2 		$12M Sell
980,964
-175,236
-15% -$2.02M 3.4% 9
2020
Q1 		$11.6M Sell
1,156,200
-899,586
-44% -$10.9M 2.26% 12
2019
Q4 		$26.3M Buy
2,055,786
+86,532
+4% +$1.06M 5.07% 8
2019
Q3 		$23.3M Buy
1,969,254
+91,710
+5% +$1.08M 5.08% 8
2019
Q2 		$22.1M Sell
1,877,544
-421,452
-18% -$4.87M 5.32% 8
2019
Q1 		$26.1M Buy
2,298,996
+496,122
+28% +$5.42M 5.73% 8
2018
Q4 		$18M Buy
1,802,874
+1,755,876
+3,736% +$19M 4.52% 9
2018
Q3 		$551K Buy
+46,998
New +$542K 0.16% 9

Other funds holding SCHB

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Tanglewood Wealth Management's SCHB Position: Q2 2026 in Review

Tanglewood Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 2.8% in Q2 2026, buying an estimated $1.19M and bringing the position to 1,577,486 shares worth $45.7M. The position accounts for 3.89% of the portfolio, ranked #9.

Tanglewood Wealth Management first reported a position in SCHB in Q3 2018 and has held it in 32 quarters since. 604 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Tanglewood Wealth Management held 1,577,486 shares of Schwab US Broad Market ETF worth $45.7M as of Q2 2026.
  • Tanglewood Wealth Management bought 42,595 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.19M.
  • Schwab US Broad Market ETF made up 3.89% of Tanglewood Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Tanglewood Wealth Management first reported a position in Schwab US Broad Market ETF in Q3 2018 and has held it in 32 quarters since.
  • 604 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.