Tempus Wealth Planning, LLC Schwab Strategic Tr Intl Small Transaction History
Tempus Wealth Planning, LLC
- $205 Million
- Q1 2024
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
Others Institutions Holding SCHC
# of Institutions
405Shares Held
88.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA39.2MShares$1.4 Billion1.93% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA4.42MShares$157 Million0.11% of portfolio
-
Savant Capital, LLC3.64MShares$130 Million1.51% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.27MShares$80.9 Million0.25% of portfolio
-
Envestnet Asset Management Inc1.82MShares$64.9 Million0.02% of portfolio