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Tanglewood Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tanglewood Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$861K Sell
29,249
-1
-0% -$29 0.07% 28
2026
Q1 		$750K Buy
29,250
+1
+0% +$27 0.06% 26
2025
Q4 		$787K Sell
29,249
-1
-0% -$27 0.07% 24
2025
Q3 		$770K Hold
29,250
– – 0.07% 27
2025
Q2 		$715K Buy
29,250
+1
+0% +$23 0.07% 26
2025
Q1 		$646K Sell
29,249
-677
-2% -$15.8K 0.07% 28
2024
Q4 		$694K Sell
29,926
-2
-0% -$47 0.08% 25
2024
Q3 		$677K Sell
29,928
-369
-1% -$8.04K 0.08% 25
2024
Q2 		$649K Sell
30,297
-3,123
-9% -$64.5K 0.08% 22
2024
Q1 		$691K Sell
33,420
-831
-2% -$16.4K 0.09% 22
2023
Q4 		$644K Buy
34,251
+246
+0.7% +$4.32K 0.08% 22
2023
Q3 		$574K Sell
34,005
-219
-0.6% -$3.84K 0.1% 20
2023
Q2 		$597K Buy
34,224
+4,410
+15% +$72.8K 0.09% 21
2023
Q1 		$481K Hold
29,814
– – 0.07% 28
2022
Q4 		$449K Buy
29,814
+858
+3% +$13K 0.07% 29
2022
Q3 		$409K Sell
28,956
-1,290
-4% -$20.2K 0.06% 26
2022
Q2 		$450K Sell
30,246
-3,960
-12% -$64.2K 0.06% 27
2022
Q1 		$614K Sell
34,206
-12,984
-28% -$230K 0.09% 23
2021
Q4 		$895K Buy
47,190
+204
+0.4% +$3.77K 0.15% 18
2021
Q3 		$815K Sell
46,986
-4,632
-9% -$82.6K 0.14% 16
2021
Q2 		$894K Sell
51,618
-18,270
-26% -$308K 0.16% 16
2021
Q1 		$1.12M Sell
69,888
-55,542
-44% -$870K 0.22% 16
2020
Q4 		$1.9M Buy
125,430
+103,902
+483% +$1.49M 0.4% 15
2020
Q3 		$289K Sell
21,528
-642
-3% -$8.53K 0.07% 18
2020
Q2 		$274K Sell
22,170
-6,558
-23% -$76.4K 0.08% 16
2020
Q1 		$293K Sell
28,728
-57,942
-67% -$704K 0.06% 18
2019
Q4 		$1.11M Sell
86,670
-1,362
-2% -$16.7K 0.21% 14
2019
Q3 		$1.04M Hold
88,032
– – 0.23% 13
2019
Q2 		$1.03M Sell
88,032
-40,176
-31% -$461K 0.25% 12
2019
Q1 		$1.45M Sell
128,208
-14,826
-10% -$161K 0.32% 14
2018
Q4 		$1.42M Buy
+143,034
New +$1.54M 0.36% 14

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

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

Tanglewood Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0% in Q2 2026, selling an estimated $29 and leaving 29,249 shares worth $861K. The position accounts for 0.07% of the portfolio, ranked #28.

Tanglewood Wealth Management first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.9M in Q4 2020. 693 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Tanglewood Wealth Management held 29,249 shares of Schwab US Large- Cap ETF worth $861K as of Q2 2026.
  • Tanglewood Wealth Management sold 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
  • Schwab US Large- Cap ETF made up 0.07% of Tanglewood Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Tanglewood Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Tanglewood Wealth Management's Schwab US Large- Cap ETF position peaked at $1.9M in Q4 2020.
  • 693 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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