Tempus Wealth Planning, LLC Schwab Strategic U.S. Reit ETF Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 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 54,847 shares of SCHH stock, worth $1.25 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

54,847

Previous 55,126 0.51%

Holding current value

$1.25 Million

Previous $1.1 Million 15.45%

% of portfolio

0.5%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$19.78 - $23.53 $5,518 - $6,564	-279 Reduced 0.51%	54,847 $1.27 Million
Q2 2024 Jul 25, 2024	BUY	$18.53 - $20.2 $10,043 - $10,948	542 Added 0.99%	55,126 $1.1 Million
Q1 2024 Apr 19, 2024	BUY	$19.39 - $20.93 $34,397 - $37,129	1,774 Added 3.36%	54,584 $1.11 Million
Q4 2023 Jan 23, 2024	BUY	$16.76 - $20.95 $72,068 - $90,085	4,300 Added 8.86%	52,810 $1.09 Million
Q3 2023 Oct 31, 2023	BUY	$17.52 - $20.27 $6,815 - $7,885	389 Added 0.81%	48,510 $861,000
Q2 2023 Jul 21, 2023	BUY	$18.34 - $19.64 $78,696 - $84,275	4,291 Added 9.79%	48,121 $939,000
Q1 2023 May 08, 2023	BUY	$18.01 - $21.78 $155,786 - $188,397	8,650 Added 24.59%	43,830 $854,000
Q4 2022 Feb 09, 2023	BUY	$17.68 - $20.46 $621,982 - $719,782	35,180 New	35,180 $678,000

Others Institutions Holding SCHH

# of Institutions

531

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

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 U.S. Reit ETF Transaction History