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

Tempus Wealth Planning, LLC

$255 Million
Q3 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 14,905 shares of SCHO stock, worth $359,061. This represents 0.29% of its overall portfolio holdings.

Number of Shares

14,905

Previous 14,905 -0.0%

Holding current value

$359,061

Previous $717,000 1.81%

% of portfolio

0.29%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

623

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

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