Tempus Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History
Tempus Wealth Planning, LLC
- $226 Million
- Q2 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 28,841 shares of SCHG stock, worth $2.99 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
28,841
Previous 28,666
0.61%
Holding current value
$2.99 Million
Previous $2.66 Million
9.45%
% of portfolio
1.28%
Previous 1.29%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.03 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$943 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$941 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$465 Million14.61% of portfolio