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

Tempus Wealth Planning, LLC

$297 Million
Q4 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 16,138 shares of SCHC stock, worth $579,354. This represents 0.19% of its overall portfolio holdings.

Number of Shares

16,138

Previous 15,526 3.94%

Holding current value

$579,354

Previous $598,000 7.36%

% of portfolio

0.19%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

431

Shares Held

46.1M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

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