Tempus Wealth Planning, LLC Schwab Strategic U.S. Reit ETF Transaction History

Tempus Wealth Planning, LLC

$386 Million
Q3 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 69,099 shares of SCHH stock, worth $1.46 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

69,099

Previous 64,742 6.73%

Holding current value

$1.46 Million

Previous $1.37 Million 8.84%

% of portfolio

0.39%

Previous 0.38%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$20.76 - $21.78 $90,451 - $94,895	4,357 Added 6.73%	69,099 $1.49 Million
Q2 2025 Jul 16, 2025	BUY	$18.94 - $21.67 $82,540 - $94,437	4,358 Added 7.22%	64,742 $1.37 Million
Q1 2025 May 06, 2025	BUY	$20.2 - $22.24 $79,123 - $87,114	3,917 Added 6.94%	60,384 $1.3 Million
Q4 2024 Jan 24, 2025	BUY	$20.55 - $23.26 $33,291 - $37,681	1,620 Added 2.95%	56,467 $1.19 Million
Q3 2024 Oct 22, 2024	SELL	$19.78 - $23.53 $5,518 - $6,564	-279 Reduced 0.51%	54,847 $1.27 Million

Q2 2024 Jul 25, 2024	BUY	$18.53 - $20.2 $10,043 - $10,948	542 Added 0.99%	55,126 $1.1 Million
Q1 2024 Apr 19, 2024	BUY	$19.39 - $20.93 $34,397 - $37,129	1,774 Added 3.36%	54,584 $1.11 Million
Q4 2023 Jan 23, 2024	BUY	$16.76 - $20.95 $72,068 - $90,085	4,300 Added 8.86%	52,810 $1.09 Million
Q3 2023 Oct 31, 2023	BUY	$17.52 - $20.27 $6,815 - $7,885	389 Added 0.81%	48,510 $861,000
Q2 2023 Jul 21, 2023	BUY	$18.34 - $19.64 $78,696 - $84,275	4,291 Added 9.79%	48,121 $939,000
Q1 2023 May 08, 2023	BUY	$18.01 - $21.78 $155,786 - $188,397	8,650 Added 24.59%	43,830 $854,000
Q4 2022 Feb 09, 2023	BUY	$17.68 - $20.46 $621,982 - $719,782	35,180 New	35,180 $678,000

Others Institutions Holding SCHH

# of Institutions

601

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Tempus Wealth Planning, LLC Schwab Strategic U.S. Reit ETF Transaction History