Tempus Wealth Planning, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 113,252 shares of SCHG stock, worth $3.17 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

113,252

Previous 28,578 296.29%

Holding current value

$3.17 Million

Previous $2.98 Million 6.01%

% of portfolio

1.06%

Previous 1.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$25.93 - $105.3 $2.2 Million - $8.92 Million	84,674 Added 296.29%	113,252 $3.16 Million
Q3 2024 Oct 22, 2024	SELL	$92.63 - $105.69 $24,361 - $27,796	-263 Reduced 0.91%	28,578 $2.98 Million
Q2 2024 Jul 25, 2024	BUY	$87.04 - $101.61 $15,232 - $17,781	175 Added 0.61%	28,841 $2.91 Million
Q1 2024 Apr 19, 2024	SELL	$80.6 - $93.32 $6,206 - $7,185	-77 Reduced 0.27%	28,666 $2.66 Million
Q4 2023 Jan 23, 2024	BUY	$70.08 - $83.37 $164,898 - $196,169	2,353 Added 8.92%	28,743 $2.38 Million
Q3 2023 Oct 31, 2023	BUY	$71.99 - $78.02 $12,814 - $13,887	178 Added 0.68%	26,390 $1.92 Million
Q2 2023 Jul 21, 2023	BUY	$63.6 - $74.95 $145,898 - $171,935	2,294 Added 9.59%	26,212 $1.96 Million
Q1 2023 May 08, 2023	BUY	$54.19 - $65.17 $331,371 - $398,514	6,115 Added 34.35%	23,918 $1.56 Million
Q4 2022 Feb 09, 2023	BUY	$54.31 - $60.76 $706,247 - $790,123	13,004 Added 270.97%	17,803 $989,000
Q3 2022 Nov 14, 2022	BUY	$55.81 - $69.25 $267,832 - $332,330	4,799 New	4,799 $268,000

Others Institutions Holding SCHG

# of Institutions

1,461

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Tempus Wealth Planning, LLC Schwab Strategic Tr Us Large C Transaction History