Tempus Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 240,399 shares of SCHX stock, worth $5.71 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

240,399

Previous 79,960 200.65%

Holding current value

$5.71 Million

Previous $5.43 Million 2.71%

% of portfolio

1.88%

Previous 2.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $3.59 Million - $11 Million	160,439 Added 200.65%	240,399 $5.57 Million
Q3 2024 Oct 22, 2024	SELL	$61.11 - $67.85 $27,071 - $30,057	-443 Reduced 0.55%	79,960 $5.43 Million
Q2 2024 Jul 25, 2024	SELL	$58.7 - $64.78 $8,570 - $9,457	-146 Reduced 0.18%	80,403 $5.17 Million
Q1 2024 Apr 19, 2024	SELL	$55.41 - $62.08 $172,712 - $193,503	-3,117 Reduced 3.73%	80,549 $5 Million
Q4 2023 Jan 23, 2024	BUY	$48.47 - $56.6 $393,527 - $459,535	8,119 Added 10.75%	83,666 $4.72 Million
Q3 2023 Oct 31, 2023	BUY	$50.36 - $54.21 $22,460 - $24,177	446 Added 0.59%	75,547 $3.82 Million
Q2 2023 Jul 21, 2023	BUY	$47.67 - $52.37 $258,180 - $283,635	5,416 Added 7.77%	75,101 $3.93 Million
Q1 2023 May 08, 2023	BUY	$44.78 - $49.41 $544,345 - $600,627	12,156 Added 21.13%	69,685 $3.37 Million
Q4 2022 Feb 09, 2023	BUY	$42.25 - $48.16 $1.96 Million - $2.24 Million	46,479 Added 420.62%	57,529 $2.6 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $467,967 - $563,660	11,050 New	11,050 $468,000

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Tempus Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History