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

Tempus Wealth Planning, LLC

$386 Million
Q3 2025

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 364,034 shares of SCHZ stock, worth $8.52 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares

364,034

Previous 363,991 0.01%

Holding current value

$8.52 Million

Previous $8.43 Million 1.39%

% of portfolio

2.21%

Previous 2.34%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$22.9 - $23.58 $984 - $1,013	43 Added 0.01%	364,034 $8.54 Million
Q2 2025 Jul 16, 2025	BUY	$22.68 - $23.28 $356,234 - $365,658	15,707 Added 4.51%	363,991 $8.43 Million
Q1 2025 May 06, 2025	BUY	$22.46 - $23.26 $1.23 Million - $1.27 Million	54,748 Added 18.65%	348,284 $8.07 Million
Q4 2024 Jan 24, 2025	BUY	$22.63 - $47.53 $3.6 Million - $7.56 Million	159,146 Added 118.42%	293,536 $6.66 Million
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

706

Shares Held

174M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
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Tempus Wealth Planning, LLC Schwab Us Aggregate Bond ETF Transaction History