Tempus Wealth Planning, LLC SCHX Holdings History
Tempus Wealth Planning, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Tempus Wealth Planning, LLC held 235,436.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $5.20 Mil. This investment constitutes 1.55% of their stock portfolio, and Tempus Wealth Planning, LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2022Q3. And since then Tempus Wealth Planning, LLC has made 8 purchases of SCHX, at an average price of $30.37, for a total of 243,662.00 shares. In addition, there have been 3 sales at an average price of $37.52 for 8,226.00 shares. Based on historical transaction data and SCHX's current price of $24.77, Tempus Wealth Planning, LLC's estimated gain on his SCHX holdings is $-1.26 Mil, reflecting a -17.02% gain to date.
Tempus Wealth Planning, LLC SCHX ($24.77) Holding Chart
Tempus Wealth Planning, LLC SCHX ($24.77) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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