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

Tempus Wealth Planning, LLC

  • $205 Million
  • Q1 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 15,102 shares of SCHO stock, worth $726,859. This represents 0.35% of its overall portfolio holdings.

Number of Shares
15,102
Previous 13,147 14.87%
Holding current value
$726,859
Previous $636,000 14.47%
% of portfolio
0.35%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$47.91 - $48.47 $262,834 - $265,906
-5,486 Reduced 21.53%
20,000 $964,000
Q3 2022

Nov 14, 2022
BUY
N/A
25,486 New
25,486 $1.23 Million

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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