Tempus Wealth Planning, LLC Schwab Strategic Tr Us Small C Transaction History
Tempus Wealth Planning, LLC
- $255 Million
- Q3 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 16,838 shares of SCHA stock, worth $431,052. This represents 0.34% of its overall portfolio holdings.
Number of Shares
16,838
Previous 16,821
0.1%
Holding current value
$431,052
Previous $798,000
8.65%
% of portfolio
0.34%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,131Shares Held
234MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$2.23 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$566 Million0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$306 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$269 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$188 Million0.51% of portfolio