Tempus Wealth Planning, LLC Schwab Us Aggregate Bond ETF Transaction History

Tempus Wealth Planning, LLC

  • $255 Million
  • Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 134,390 shares of SCHZ stock, worth $3.05 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
134,390
Previous 127,432 5.46%
Holding current value
$3.05 Million
Previous $5.81 Million 9.95%
% of portfolio
2.5%
Previous 2.57%

Shares

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

Oct 22, 2024
BUY
$45.2 - $47.87 $314,501 - $333,079
6,958 Added 5.46%
134,390 $6.39 Million
Q2 2024

Jul 25, 2024
BUY
$44.66 - $45.99 $465,044 - $478,893
10,413 Added 8.9%
127,432 $5.81 Million
Q1 2024

Apr 19, 2024
BUY
$45.44 - $46.67 $938,017 - $963,408
20,643 Added 21.42%
117,019 $5.38 Million
Q4 2023

Jan 23, 2024
BUY
$43.09 - $46.83 $441,413 - $479,726
10,244 Added 11.89%
96,376 $4.49 Million
Q3 2023

Oct 31, 2023
SELL
$44.14 - $46.33 $294,766 - $309,391
-6,678 Reduced 7.2%
86,132 $3.81 Million
Q2 2023

Jul 21, 2023
BUY
$45.86 - $47.33 $330,971 - $341,580
7,217 Added 8.43%
92,810 $4.28 Million
Q1 2023

May 08, 2023
BUY
$45.33 - $47.44 $806,058 - $843,578
17,782 Added 26.22%
85,593 $4.02 Million
Q4 2022

Feb 09, 2023
BUY
$44.04 - $47.03 $2.51 Million - $2.69 Million
57,107 Added 533.51%
67,811 $3.1 Million
Q3 2022

Nov 14, 2022
BUY
$44.98 - $49.09 $481,465 - $525,459
10,704 New
10,704 $485,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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