Tempus Wealth Planning, LLC Schwab Short Term Us Treasury Transaction History

Tempus Wealth Planning, LLC

$386 Million
Q4 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 44,098 shares of SCHO stock, worth $1.07 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

44,098

Previous 38,673 14.03%

Holding current value

$1.07 Million

Previous $943,000 13.79%

% of portfolio

0.28%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$24.31 - $24.46 $131,881 - $132,695	5,425 Added 14.03%	44,098 $1.07 Million
Q3 2025 Nov 05, 2025	BUY	$24.23 - $24.42 $104,600 - $105,421	4,317 Added 12.57%	38,673 $943,000
Q2 2025 Jul 16, 2025	BUY	$24.19 - $24.45 $13,933 - $14,083	576 Added 1.71%	34,356 $837,000
Q1 2025 May 06, 2025	BUY	$24.1 - $24.34 $30,823 - $31,130	1,279 Added 3.94%	33,780 $822,000
Q4 2024 Jan 24, 2025	BUY	$24.06 - $48.88 $423,359 - $860,092	17,596 Added 118.05%	32,501 $781,000

Q2 2024 Jul 25, 2024	SELL	$47.75 - $48.13 $9,406 - $9,481	-197 Reduced 1.3%	14,905 $717,000
Q1 2024 Apr 19, 2024	BUY	$48.05 - $48.63 $93,937 - $95,071	1,955 Added 14.87%	15,102 $728,000
Q4 2023 Jan 23, 2024	SELL	$47.66 - $48.45 $56,238 - $57,171	-1,180 Reduced 8.24%	13,147 $636,000
Q3 2023 Oct 31, 2023	SELL	$47.78 - $48.2 $108,460 - $109,414	-2,270 Reduced 13.68%	14,327 $686,000
Q2 2023 Jul 21, 2023	BUY	$48.06 - $48.89 $1,634 - $1,662	34 Added 0.21%	16,597 $797,000
Q1 2023 May 08, 2023	SELL	$47.8 - $49.0 $164,288 - $168,413	-3,437 Reduced 17.19%	16,563 $808,000
Q4 2022 Feb 09, 2023	SELL	$47.89 - $48.47 $262,724 - $265,906	-5,486 Reduced 21.53%	20,000 $964,000
Q3 2022 Nov 14, 2022	BUY	$48.15 - $49.37 $1.23 Million - $1.26 Million	25,486 New	25,486 $1.23 Million

Others Institutions Holding SCHO

# of Institutions

704

Shares Held

325M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Tempus Wealth Planning, LLC Schwab Short Term Us Treasury Transaction History