Tempus Wealth Planning, LLC Schwab Short Term Us Treasury Transaction History

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 32,501 shares of SCHO stock, worth $787,824. This represents 0.26% of its overall portfolio holdings.

Number of Shares
32,501
Previous 14,905 118.05%
Holding current value
$787,824
Previous $730,000 6.99%
% of portfolio
0.26%
Previous 0.29%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$24.06 - $48.88 $423,359 - $860,092
17,596 Added 118.05%
32,501 $781,000
Q2 2024

Jul 25, 2024
SELL
$47.75 - $48.13 $9,406 - $9,481
-197 Reduced 1.3%
14,905 $717,000
Q1 2024

Apr 19, 2024
BUY
$48.05 - $48.63 $93,937 - $95,071
1,955 Added 14.87%
15,102 $728,000
Q4 2023

Jan 23, 2024
SELL
$47.66 - $48.45 $56,238 - $57,171
-1,180 Reduced 8.24%
13,147 $636,000
Q3 2023

Oct 31, 2023
SELL
$47.78 - $48.2 $108,460 - $109,414
-2,270 Reduced 13.68%
14,327 $686,000
Q2 2023

Jul 21, 2023
BUY
$48.06 - $48.89 $1,634 - $1,662
34 Added 0.21%
16,597 $797,000
Q1 2023

May 08, 2023
SELL
$47.8 - $49.0 $164,288 - $168,413
-3,437 Reduced 17.19%
16,563 $808,000
Q4 2022

Feb 09, 2023
SELL
$47.89 - $48.47 $262,724 - $265,906
-5,486 Reduced 21.53%
20,000 $964,000
Q3 2022

Nov 14, 2022
BUY
$48.15 - $49.37 $1.23 Million - $1.26 Million
25,486 New
25,486 $1.23 Million

Others Institutions Holding SCHO

# of Institutions
664
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Tempus Wealth Planning, LLC Portfolio

Follow Tempus Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email