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

Tempus Wealth Planning, LLC

  • $303 Million
  • Q1 2025

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 124,417 shares of FNDX stock, worth $2.95 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
124,417
Previous 121,586 2.33%
Holding current value
$2.95 Million
Previous $2.88 Million 2.01%
% of portfolio
0.97%
Previous 0.97%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$23.03 - $25.01 $65,197 - $70,803
2,831 Added 2.33%
124,417 $2.94 Million
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
691
Shares Held
590M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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