Tempus Wealth Planning, LLC Schwab Strategic Us Tips ETF Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 4,091 shares of SCHP stock, worth $107,306. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,091

Previous 4,152 1.47%

Holding current value

$107,306

Previous $215,000 1.86%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$51.58 - $53.79 $3,146 - $3,281	-61 Reduced 1.47%	4,091 $219,000
Q2 2024 Jul 25, 2024	SELL	$51.1 - $52.24 $715 - $731	-14 Reduced 0.34%	4,152 $215,000
Q1 2024 Apr 19, 2024	SELL	$51.32 - $52.45 $27,148 - $27,746	-529 Reduced 11.27%	4,166 $217,000
Q4 2023 Jan 23, 2024	SELL	$49.69 - $52.46 $7,155 - $7,554	-144 Reduced 2.98%	4,695 $245,000
Q3 2023 Oct 31, 2023	SELL	$50.37 - $52.48 $19,140 - $19,942	-380 Reduced 7.28%	4,839 $244,000
Q2 2023 Jul 21, 2023	BUY	$52.18 - $54.02 $2,191 - $2,268	42 Added 0.81%	5,219 $273,000
Q1 2023 May 08, 2023	BUY	$51.68 - $53.62 $12,144 - $12,600	235 Added 4.76%	5,177 $277,000
Q4 2022 Feb 09, 2023	BUY	$51.47 - $53.83 $254,364 - $266,027	4,942 New	4,942 $255,000

Others Institutions Holding SCHP

# of Institutions

690

Shares Held

171M

Call Options Held

66.2K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC US TIPS ETF

Ticker SCHP
Sector ETFs
Industry ETFs

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Tempus Wealth Planning, LLC Schwab Strategic Us Tips ETF Transaction History