A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 6,220 shares of SCHW stock, worth $447,155. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,220
Previous 5,744 8.29%
Holding current value
$447,155
Previous $423,000 4.73%
% of portfolio
0.16%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$61.74 - $76.08 $29,388 - $36,214
476 Added 8.29%
6,220 $403,000
Q2 2024

Jul 25, 2024

BUY
$70.03 - $78.9 $72,901 - $82,134
1,041 Added 22.13%
5,744 $423,000
Q1 2024

Apr 19, 2024

BUY
$61.89 - $72.38 $76,186 - $89,099
1,231 Added 35.46%
4,703 $340,000
Q4 2023

Jan 23, 2024

BUY
$49.33 - $70.98 $171,273 - $246,442
3,472 New
3,472 $238,000
Q2 2023

Jul 21, 2023

BUY
$47.37 - $57.14 $73,802 - $89,024
1,558 Added 35.23%
5,980 $338,000
Q1 2023

May 08, 2023

BUY
$51.91 - $85.6 $229,546 - $378,523
4,422 New
4,422 $231,000
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $72,134 - $255,402
3,409 New
3,409 $245,000

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $131B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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