Tempus Wealth Planning, LLC Schwab Strategic Tr Intl Small Transaction History
Tempus Wealth Planning, LLC
- $386 Million
- Q4 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 20,206 shares of SCHC stock, worth $910,078. This represents 0.24% of its overall portfolio holdings.
Number of Shares
20,206
Previous 19,244
5.0%
Holding current value
$910,078
Previous $875,000
4.0%
% of portfolio
0.24%
Previous 0.23%
Shares
13 transactions
Others Institutions Holding SCHC
# of Institutions
512Shares Held
45MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio