Tempus Wealth Planning, LLC Schwab Fundamental U S Large 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 Large C stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 121,586 shares of FNDX stock, worth $2.98 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

121,586

Previous 39,951 204.34%

Holding current value

$2.98 Million

Previous $2.87 Million 0.45%

% of portfolio

0.97%

Previous 1.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$23.49 - $71.77 $1.92 Million - $5.86 Million	81,635 Added 204.34%	121,586 $2.88 Million
Q3 2024 Oct 22, 2024	SELL	$65.36 - $71.76 $14,379 - $15,787	-220 Reduced 0.55%	39,951 $2.87 Million
Q2 2024 Jul 25, 2024	BUY	$63.87 - $67.55 $38,769 - $41,002	607 Added 1.53%	40,171 $2.69 Million
Q1 2024 Apr 19, 2024	BUY	$60.89 - $67.39 $87,377 - $96,704	1,435 Added 3.76%	39,564 $2.67 Million
Q4 2023 Jan 23, 2024	BUY	$53.46 - $62.11 $226,135 - $262,725	4,230 Added 12.48%	38,129 $2.36 Million
Q3 2023 Oct 31, 2023	BUY	$55.81 - $59.78 $15,180 - $16,260	272 Added 0.81%	33,899 $1.9 Million
Q2 2023 Jul 21, 2023	BUY	$53.84 - $57.58 $172,018 - $183,968	3,195 Added 10.5%	33,627 $1.94 Million
Q1 2023 May 08, 2023	BUY	$52.49 - $57.54 $346,014 - $379,303	6,592 Added 27.65%	30,432 $1.67 Million
Q4 2022 Feb 09, 2023	BUY	$48.43 - $56.6 $837,790 - $979,123	17,299 Added 264.47%	23,840 $1.27 Million
Q3 2022 Nov 14, 2022	BUY	$47.76 - $56.79 $312,398 - $371,463	6,541 New	6,541 $312,000

Others Institutions Holding FNDX

# of Institutions

658

Shares Held

578M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tempus Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tempus Wealth Planning, LLC with notifications on news.

Account

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