Tempus Wealth Planning, LLC Schwab Fundamental Emerging Mk Transaction History

Tempus Wealth Planning, LLC

$386 Million
Q3 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 15,149 shares of FNDE stock, worth $567,027. This represents 0.14% of its overall portfolio holdings.

Number of Shares

15,149

Previous 13,960 8.52%

Holding current value

$567,027

Previous $460,000 18.91%

% of portfolio

0.14%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$33.13 - $36.31 $39,391 - $43,172	1,189 Added 8.52%	15,149 $547,000
Q2 2025 Jul 16, 2025	BUY	$26.66 - $33.09 $24,420 - $30,310	916 Added 7.02%	13,960 $460,000
Q1 2025 May 06, 2025	BUY	$28.11 - $32.0 $11,300 - $12,864	402 Added 3.18%	13,044 $401,000
Q4 2024 Jan 24, 2025	BUY	$28.89 - $33.95 $12,307 - $14,462	426 Added 3.49%	12,642 $367,000
Q3 2024 Oct 22, 2024	SELL	$28.02 - $32.68 $2,185 - $2,549	-78 Reduced 0.63%	12,216 $394,000

Q2 2024 Jul 25, 2024	BUY	$27.2 - $30.7 $4,896 - $5,526	180 Added 1.49%	12,294 $363,000
Q1 2024 Apr 19, 2024	BUY	$25.58 - $27.83 $16,192 - $17,616	633 Added 5.51%	12,114 $336,000
Q4 2023 Jan 23, 2024	BUY	$25.33 - $27.18 $32,346 - $34,708	1,277 Added 12.51%	11,481 $311,000
Q3 2023 Oct 31, 2023	BUY	$26.05 - $28.35 $2,500 - $2,721	96 Added 0.95%	10,204 $267,000
Q2 2023 Jul 21, 2023	BUY	$25.72 - $27.75 $27,340 - $29,498	1,063 Added 11.75%	10,108 $270,000
Q1 2023 May 08, 2023	BUY	$24.92 - $27.41 $225,401 - $247,923	9,045 New	9,045 $235,000

Others Institutions Holding FNDE

# of Institutions

434

Shares Held

163M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
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Tempus Wealth Planning, LLC Schwab Fundamental Emerging Mk Transaction History