Tempus Wealth Planning, LLC Schwab Strategic Tr Us Emergin Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 20,362 shares of SCHE stock, worth $574,004. This represents 0.18% of its overall portfolio holdings.

Number of Shares

20,362

Previous 19,808 2.8%

Holding current value

$574,004

Previous $577,000 6.07%

% of portfolio

0.18%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.63 - $30.23 $14,753 - $16,747	554 Added 2.8%	20,362 $542,000
Q3 2024 Oct 22, 2024	SELL	$25.45 - $29.53 $3,104 - $3,602	-122 Reduced 0.61%	19,808 $577,000
Q2 2024 Jul 25, 2024	BUY	$24.67 - $27.2 $2,318 - $2,556	94 Added 0.47%	19,930 $529,000
Q1 2024 Apr 19, 2024	BUY	$23.47 - $25.45 $14,011 - $15,193	597 Added 3.1%	19,836 $500,000
Q4 2023 Jan 23, 2024	BUY	$23.04 - $24.89 $46,402 - $50,128	2,014 Added 11.69%	19,239 $476,000
Q3 2023 Oct 31, 2023	BUY	$23.83 - $26.11 $3,693 - $4,047	155 Added 0.91%	17,225 $412,000
Q2 2023 Jul 21, 2023	BUY	$23.66 - $25.54 $35,537 - $38,361	1,502 Added 9.65%	17,070 $420,000
Q1 2023 May 08, 2023	BUY	$23.32 - $26.39 $64,223 - $72,678	2,754 Added 21.49%	15,568 $381,000
Q4 2022 Feb 09, 2023	BUY	$21.59 - $24.95 $276,654 - $319,709	12,814 New	12,814 $303,000

Others Institutions Holding SCHE

# of Institutions

827

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
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Tempus Wealth Planning, LLC Schwab Strategic Tr Us Emergin Transaction History