Tempus Wealth Planning, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 34,271 shares of SCHA stock, worth $866,028. This represents 0.3% of its overall portfolio holdings.

Number of Shares

34,271

Previous 16,838 103.53%

Holding current value

$866,028

Previous $867,000 2.19%

% of portfolio

0.3%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.33 - $51.16 $441,577 - $891,872	17,433 Added 103.53%	34,271 $886,000
Q3 2024 Oct 22, 2024	BUY	$46.9 - $51.96 $797 - $883	17 Added 0.1%	16,838 $867,000
Q2 2024 Jul 25, 2024	BUY	$45.24 - $49.04 $19,453 - $21,087	430 Added 2.62%	16,821 $798,000
Q1 2024 Apr 19, 2024	SELL	$44.84 - $49.24 $717 - $787	-16 Reduced 0.1%	16,391 $807,000
Q4 2023 Jan 23, 2024	BUY	$38.13 - $48.02 $64,325 - $81,009	1,687 Added 11.46%	16,407 $775,000
Q3 2023 Oct 31, 2023	BUY	$40.85 - $46.1 $2,655 - $2,996	65 Added 0.44%	14,720 $609,000
Q2 2023 Jul 21, 2023	BUY	$39.91 - $43.82 $36,876 - $40,489	924 Added 6.73%	14,655 $641,000
Q1 2023 May 08, 2023	BUY	$39.82 - $46.36 $90,550 - $105,422	2,274 Added 19.85%	13,731 $575,000
Q4 2022 Feb 09, 2023	BUY	$38.25 - $43.54 $438,230 - $498,837	11,457 New	11,457 $464,000

Others Institutions Holding SCHA

# of Institutions

1,248

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Tempus Wealth Planning, LLC Schwab Strategic Tr Us Small C Transaction History