Tempus Wealth Planning, LLC Schwab Strategic Tr Us Emergin Transaction History
Tempus Wealth Planning, LLC
- $255 Million
- Q3 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 19,808 shares of SCHE stock, worth $568,093. This represents 0.23% of its overall portfolio holdings.
Number of Shares
19,808
Previous 19,930
0.61%
Holding current value
$568,093
Previous $529,000
9.07%
% of portfolio
0.23%
Previous 0.23%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
239MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.85 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS21.2MShares$609 Million0.62% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$562 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$208 Million0.3% of portfolio
-
Us Bancorp \De\3.81MShares$109 Million0.14% of portfolio