Tanglewood Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Tanglewood Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,677	Closed	-$293K	–	40
2025 Q4	$293K	Hold	10,677	–	–	0.03%	32
2025 Q3	$291K	Hold	10,677	–	–	0.03%	36
2025 Q2	$283K	Hold	10,677	–	–	0.03%	36
2025 Q1	$299K	Hold	10,677	–	–	0.03%	35
2024 Q4	$292K	Hold	10,677	–	–	0.03%	32
2024 Q3	$301K	Hold	10,677	–	–	0.03%	32
2024 Q2	$277K	Hold	10,677	–	–	0.03%	28
2024 Q1	$287K	Hold	10,677	–	–	0.04%	29
2023 Q4	$271K	Buy	+10,677	New	+$254K	0.03%	29
2023 Q3	–	Sell	-10,677	Closed	-$258K	–	31
2023 Q2	$258K	Hold	10,677	–	–	0.04%	27
2023 Q1	$260K	Buy	+10,677	New	+$267K	0.04%	32

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tanglewood Wealth Management's SCHD Position: Q1 2026 in Review

Tanglewood Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 10,677 shares — an estimated $293K sold.

Tanglewood Wealth Management first reported a position in SCHD in Q1 2023 and held it in 11 quarters. The position peaked at $301K in Q3 2024. 2,064 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Tanglewood Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
Tanglewood Wealth Management sold 10,677 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $293K.
Tanglewood Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and held it in 11 quarters.
Tanglewood Wealth Management's Schwab US Dividend Equity ETF position peaked at $301K in Q3 2024.
2,064 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Tanglewood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.