Tempus Wealth Planning, LLC Schwab Strategic Tr Intl Small Transaction History

Tempus Wealth Planning, LLC

  • $360 Million
  • Q2 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 17,696 shares of SCHC stock, worth $761,281. This represents 0.21% of its overall portfolio holdings.

Number of Shares
17,696
Previous 16,827 5.16%
Holding current value
$761,281
Previous $603,000 24.88%
% of portfolio
0.21%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$32.41 - $42.59 $28,164 - $37,010
869 Added 5.16%
17,696 $753,000
Q1 2025

May 06, 2025
BUY
$33.57 - $37.22 $23,129 - $25,644
689 Added 4.27%
16,827 $603,000
Q4 2024

Jan 24, 2025
BUY
$33.93 - $38.37 $20,765 - $23,482
612 Added 3.94%
16,138 $554,000
Q3 2024

Oct 22, 2024
SELL
$34.48 - $38.87 $2,310 - $2,604
-67 Reduced 0.43%
15,526 $598,000
Q2 2024

Jul 25, 2024
BUY
$34.12 - $36.71 $3,241 - $3,487
95 Added 0.61%
15,593 $554,000
Q1 2024

Apr 19, 2024
BUY
$33.2 - $35.86 $9,561 - $10,327
288 Added 1.89%
15,498 $554,000
Q4 2023

Jan 23, 2024
BUY
$30.0 - $35.05 $59,100 - $69,048
1,970 Added 14.88%
15,210 $530,000
Q3 2023

Oct 31, 2023
BUY
$32.0 - $35.51 $2,624 - $2,911
82 Added 0.62%
13,240 $426,000
Q2 2023

Jul 21, 2023
BUY
$32.67 - $34.58 $35,348 - $37,415
1,082 Added 8.96%
13,158 $444,000
Q1 2023

May 08, 2023
BUY
$31.54 - $34.93 $78,313 - $86,731
2,483 Added 25.88%
12,076 $407,000
Q4 2022

Feb 09, 2023
BUY
$27.31 - $32.98 $261,984 - $316,377
9,593 New
9,593 $301,000

Others Institutions Holding SCHC

# of Institutions
470
Shares Held
44.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
Track This Portfolio

Track Tempus Wealth Planning, LLC Portfolio

Follow Tempus Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email