Tempus Wealth Planning, LLC SCHZ Holdings History
Tempus Wealth Planning, LLC's Schwab US Aggregate Bond ETF Holding Summary
As of 2025-03-31, Tempus Wealth Planning, LLC held 348,284.00 shares of Schwab US Aggregate Bond ETF(SCHZ), totaling $8.07 Mil. This investment constitutes 2.41% of their stock portfolio, and Tempus Wealth Planning, LLC now holds 0.09% of the outstanding Schwab US Aggregate Bond ETF(SCHZ) stock.
The initial trade took place in 2022Q3. And since then Tempus Wealth Planning, LLC has made 10 purchases of SCHZ, at an average price of $31.72, for a total of 354,962.00 shares. In addition, there have been 1 sales at an average price of $45.32 for 6,678.00 shares. Based on historical transaction data and SCHZ's current price of $22.97, Tempus Wealth Planning, LLC's estimated gain on his SCHZ holdings is $-2.96 Mil, reflecting a -26.26% gain to date.
Tempus Wealth Planning, LLC SCHZ ($22.97) Holding Chart
Tempus Wealth Planning, LLC SCHZ ($22.97) 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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