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Tanglewood Wealth Management, Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tanglewood Wealth Management, Inc. on SCHB, newest first. How the timeline and the estimate are built.

Tanglewood Wealth Management, Inc. held 1,577,486 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,577,486 shares
    Change vs previous 13F +42,595 shares

    3.89% of the 13F portfolio, value $45,684,000.

    13F-HR 0001454308-26-000004 filed by Tanglewood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,534,891 shares
    Change vs previous 13F +729,589 shares

    3.19% of the 13F portfolio, value $38,525,760.

    13F-HR 0001454308-26-000003 filed by Tanglewood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 805,302 shares
    Change vs previous 13F -116,110 shares

    1.94% of the 13F portfolio, value $21,123,082.

    13F-HR 0001454308-26-000002 filed by Tanglewood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 921,412 shares
    Change vs previous 13F -826 shares

    2.2% of the 13F portfolio, value $23,689,496.

    13F-HR 0001454308-25-000008 filed by Tanglewood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 922,238 shares
    Change vs previous 13F +247,300 shares

    2.17% of the 13F portfolio, value $21,976,936.

    13F-HR 0001454308-25-000006 filed by Tanglewood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 674,938 shares
    Change vs previous 13F -72,754 shares

    1.63% of the 13F portfolio, value $14,531,427.

    13F-HR 0001454308-25-000003 filed by Tanglewood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 747,692 shares
    Change vs previous 13F +499,180 shares

    1.96% of the 13F portfolio, value $16,972,629.

    13F-HR 0001454308-25-000002 filed by Tanglewood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 248,512 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $16,531,017.

    13F-HR 0001454308-24-000006 filed by Tanglewood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).