Tempus Wealth Planning, LLC Schwab Fundamental U S Small C Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 15,286 shares of FNDA stock, worth $428,619. This represents 0.15% of its overall portfolio holdings.

Number of Shares

15,286

Previous 7,435 105.6%

Holding current value

$428,619

Previous $442,000 2.49%

% of portfolio

0.15%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$29.26 - $59.11 $229,720 - $464,072	7,851 Added 105.6%	15,286 $453,000
Q3 2024 Oct 22, 2024	SELL	$54.26 - $60.01 $2,441 - $2,700	-45 Reduced 0.6%	7,435 $442,000
Q2 2024 Jul 25, 2024	BUY	$52.82 - $57.21 $15,476 - $16,762	293 Added 4.08%	7,480 $410,000
Q1 2024 Apr 19, 2024	BUY	$52.35 - $57.03 $13,035 - $14,200	249 Added 3.59%	7,187 $409,000
Q4 2023 Jan 23, 2024	BUY	$44.98 - $56.11 $33,510 - $41,801	745 Added 12.03%	6,938 $384,000
Q3 2023 Oct 31, 2023	BUY	$47.76 - $53.58 $2,770 - $3,107	58 Added 0.95%	6,193 $300,000
Q2 2023 Jul 21, 2023	BUY	$46.06 - $50.45 $29,892 - $32,742	649 Added 11.83%	6,135 $309,000
Q1 2023 May 08, 2023	BUY	$46.21 - $53.63 $253,508 - $294,214	5,486 New	5,486 $267,000

Others Institutions Holding FNDA

# of Institutions

472

Shares Held

245M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Tempus Wealth Planning, LLC Schwab Fundamental U S Small C Transaction History