Back to SCHW-PJ
Tanglewood Wealth Management, Inc. → SCHW-PJ
Tanglewood Wealth Management, Inc. SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
21
Latest value
$1.6M
Q3 2026
Peak value
$54.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.7M |
| Q3 2025 | $770K |
| Q3 2025 | $32.2M |
| Q3 2025 | $291K |
| Q3 2025 | $615K |
| Q4 2025 | $21.1M |
| Q4 2025 | $787K |
| Q4 2025 | $35.8M |
| Q4 2025 | $293K |
| Q1 2026 | $38.5M |
| Q1 2026 | $750K |
| Q1 2026 | $47.4M |
| Q2 2026 | $45.7M |
| Q2 2026 | $861K |
| Q2 2026 | $53.5M |
| Q2 2026 | $2.4M |
| Q3 2026 | $48.7M |
| Q3 2026 | $877K |
| Q3 2026 | $23.9M |
| Q3 2026 | $54.7M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 66.4K | — | — |
| Q3 2026 | $54.7M | 1.74M | — | — |
| Q3 2026 | $23.9M | 444.4K | — | — |
| Q3 2026 | $877K | 29.3K | — | — |
| Q3 2026 | $48.7M | 1.66M | — | — |
| Q2 2026 | $2.4M | 97.5K | — | — |
| Q2 2026 | $53.5M | 1.72M | — | — |
| Q2 2026 | $861K | 29.2K | — | — |
| Q2 2026 | $45.7M | 1.58M | — | — |
| Q1 2026 | $47.4M | 1.70M | — | — |
| Q1 2026 | $750K | 29.3K | — | — |
| Q1 2026 | $38.5M | 1.53M | — | — |
| Q4 2025 | $293K | 10.7K | — | — |
| Q4 2025 | $35.8M | 1.32M | — | — |
| Q4 2025 | $787K | 29.2K | — | — |
| Q4 2025 | $21.1M | 805.3K | — | — |
| Q3 2025 | $615K | 28.5K | — | — |
| Q3 2025 | $291K | 10.7K | — | — |
| Q3 2025 | $32.2M | 1.22M | — | — |
| Q3 2025 | $770K | 29.3K | — | — |
| Q3 2025 | $23.7M | 921.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Tanglewood Wealth Management, Inc. positions
VGES
$239.2MVANGUARD TOTAL STOCK MARKET ETF
VGES
$237.9MVANGUARD TOTAL STOCK MARKET ETF
VGES
$210.7MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$210.5MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$190.6MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$189.4MISHARES 3-7 YEAR TREASURY BOND ETF
VGES
$189MVANGUARD TOTAL STOCK MARKET ETF
VGES
$186.7MVANGUARD FTSE DEVELOPED MARKETS ETF