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

Tempus Wealth Planning, LLC

$226 Million
Q2 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 77,487 shares of SCHF stock, worth $3.2 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

77,487

Previous 77,264 0.29%

Holding current value

$3.2 Million

Previous $3.01 Million 1.23%

% of portfolio

1.32%

Previous 1.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$37.19 - $39.82 $8,293 - $8,879	223 Added 0.29%	77,487 $2.98 Million
Q1 2024 Apr 19, 2024	SELL	$35.71 - $39.11 $6,284 - $6,883	-176 Reduced 0.23%	77,264 $3.01 Million
Q4 2023 Jan 23, 2024	BUY	$32.37 - $37.01 $255,237 - $291,823	7,885 Added 11.34%	77,440 $2.86 Million
Q3 2023 Oct 31, 2023	BUY	$33.82 - $36.71 $15,557 - $16,886	460 Added 0.67%	69,555 $2.36 Million
Q2 2023 Jul 21, 2023	BUY	$34.48 - $36.54 $171,020 - $181,238	4,960 Added 7.73%	69,095 $2.46 Million
Q1 2023 May 08, 2023	BUY	$32.42 - $35.44 $332,337 - $363,295	10,251 Added 19.02%	64,135 $2.23 Million
Q4 2022 Feb 09, 2023	BUY	$28.0 - $33.87 $1.17 Million - $1.42 Million	41,940 Added 351.14%	53,884 $1.74 Million
Q3 2022 Nov 14, 2022	BUY	$28.01 - $33.61 $334,551 - $401,437	11,944 New	11,944 $336,000

Others Institutions Holding SCHF

# of Institutions

1,193

Shares Held

858M

Call Options Held

38.3K

Put Options Held

600

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
Sector ETFs
Industry ETFs

More about SCHF

Track This Portfolio

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.

Account

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