Tempus Wealth Planning, LLC Schwab Strategic U.S. Reit ETF Transaction History
Tempus Wealth Planning, LLC
- $297 Million
- Q4 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 56,467 shares of SCHH stock, worth $1.2 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
56,467
Previous 54,847
2.95%
Holding current value
$1.2 Million
Previous $1.27 Million
6.38%
% of portfolio
0.4%
Previous 0.5%
Shares
9 transactions
Others Institutions Holding SCHH
# of Institutions
531Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.12 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$586 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$545 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$160 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$148 Million0.58% of portfolio