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 15,498 shares of SCHC stock, worth $551,883. This represents 0.27% of its overall portfolio holdings.

Number of Shares
15,498
Previous 15,210 1.89%
Holding current value
$551,883
Previous $530,000 4.53%
% of portfolio
0.27%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$29.55 - $32.98 $283,473 - $316,377
9,593 New
9,593 $301,000

Others Institutions Holding SCHC

About SCHWAB STRATEGIC TR INTL SMALL


  • 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.