Tempus Wealth Planning, LLC Schwab Us Aggregate Bond ETF Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 134,390 shares of SCHZ stock, worth $3.05 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

134,390

Previous 127,432 5.46%

Holding current value

$3.05 Million

Previous $5.81 Million 9.95%

% of portfolio

2.5%

Previous 2.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$45.2 - $47.87 $314,501 - $333,079	6,958 Added 5.46%	134,390 $6.39 Million
Q2 2024 Jul 25, 2024	BUY	$44.66 - $45.99 $465,044 - $478,893	10,413 Added 8.9%	127,432 $5.81 Million
Q1 2024 Apr 19, 2024	BUY	$45.44 - $46.67 $938,017 - $963,408	20,643 Added 21.42%	117,019 $5.38 Million
Q4 2023 Jan 23, 2024	BUY	$43.09 - $46.83 $441,413 - $479,726	10,244 Added 11.89%	96,376 $4.49 Million
Q3 2023 Oct 31, 2023	SELL	$44.14 - $46.33 $294,766 - $309,391	-6,678 Reduced 7.2%	86,132 $3.81 Million
Q2 2023 Jul 21, 2023	BUY	$45.86 - $47.33 $330,971 - $341,580	7,217 Added 8.43%	92,810 $4.28 Million
Q1 2023 May 08, 2023	BUY	$45.33 - $47.44 $806,058 - $843,578	17,782 Added 26.22%	85,593 $4.02 Million
Q4 2022 Feb 09, 2023	BUY	$44.04 - $47.03 $2.51 Million - $2.69 Million	57,107 Added 533.51%	67,811 $3.1 Million
Q3 2022 Nov 14, 2022	BUY	$44.98 - $49.09 $481,465 - $525,459	10,704 New	10,704 $485,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

94.5M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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Tempus Wealth Planning, LLC Schwab Us Aggregate Bond ETF Transaction History