Tempus Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History
Tempus Wealth Planning, LLC
- $226 Million
- Q2 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 80,403 shares of SCHX stock, worth $5.44 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
80,403
Previous 80,549
0.18%
Holding current value
$5.44 Million
Previous $5 Million
3.34%
% of portfolio
2.28%
Previous 2.44%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,314Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$968 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$847 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$716 Million25.33% of portfolio