TWM
Tanglewood Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Buy |
29,250
+1
| +0% | +$24 | 0.07% | 26 |
|
|
2025
Q1 | $646K | Sell |
29,249
-677
| -2% | -$14.9K | 0.07% | 28 |
|
|
2024
Q4 | $694K | Buy |
29,926
+19,950
| +200% | +$462K | 0.08% | 25 |
|
|
2024
Q3 | $677K | Sell |
9,976
-123
| -1% | -$8.35K | 0.08% | 25 |
|
|
2024
Q2 | $649K | Sell |
10,099
-1,041
| -9% | -$66.9K | 0.08% | 22 |
|
|
2024
Q1 | $691K | Sell |
11,140
-277
| -2% | -$17.2K | 0.09% | 22 |
|
|
2023
Q4 | $644K | Buy |
11,417
+82
| +0.7% | +$4.63K | 0.08% | 22 |
|
|
2023
Q3 | $574K | Sell |
11,335
-73
| -0.6% | -$3.69K | 0.1% | 20 |
|
|
2023
Q2 | $597K | Buy |
11,408
+1,470
| +15% | +$77K | 0.09% | 21 |
|
|
2023
Q1 | $481K | Hold |
9,938
| – | – | 0.07% | 28 |
|
|
2022
Q4 | $449K | Buy |
9,938
+286
| +3% | +$12.9K | 0.07% | 29 |
|
|
2022
Q3 | $409K | Sell |
9,652
-430
| -4% | -$18.2K | 0.06% | 26 |
|
|
2022
Q2 | $450K | Sell |
10,082
-1,320
| -12% | -$58.9K | 0.06% | 27 |
|
|
2022
Q1 | $614K | Buy |
11,402
+3,537
| +45% | +$190K | 0.09% | 23 |
|
|
2021
Q4 | $895K | Buy |
7,865
+34
| +0.4% | +$3.87K | 0.15% | 18 |
|
|
2021
Q3 | $815K | Sell |
7,831
-772
| -9% | -$80.3K | 0.14% | 16 |
|
|
2021
Q2 | $894K | Sell |
8,603
-3,045
| -26% | -$316K | 0.16% | 16 |
|
|
2021
Q1 | $1.12M | Sell |
11,648
-9,257
| -44% | -$889K | 0.22% | 16 |
|
|
2020
Q4 | $1.9M | Buy |
20,905
+17,317
| +483% | +$1.57M | 0.4% | 15 |
|
|
2020
Q3 | $289K | Sell |
3,588
-107
| -3% | -$8.62K | 0.07% | 18 |
|
|
2020
Q2 | $274K | Sell |
3,695
-1,093
| -23% | -$81.1K | 0.08% | 16 |
|
|
2020
Q1 | $293K | Sell |
4,788
-9,657
| -67% | -$591K | 0.06% | 18 |
|
|
2019
Q4 | $1.11M | Sell |
14,445
-227
| -2% | -$17.4K | 0.21% | 14 |
|
|
2019
Q3 | $1.04M | Hold |
14,672
| – | – | 0.23% | 13 |
|
|
2019
Q2 | $1.03M | Sell |
14,672
-6,696
| -31% | -$470K | 0.25% | 12 |
|
|
2019
Q1 | $1.45M | Sell |
21,368
-2,471
| -10% | -$167K | 0.32% | 14 |
|
|
2018
Q4 | $1.42M | Buy |
+23,839
| New | +$1.42M | 0.36% | 14 |
|