TWP
Tempus Wealth Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Buy |
246,991
+11,555
| +5% | +$282K | 1.5% | 14 |
|
|
2025
Q1 | $5.2M | Sell |
235,436
-4,963
| -2% | -$110K | 1.55% | 10 |
|
|
2024
Q4 | $5.57M | Buy |
240,399
+160,439
| +201% | +$3.72M | 1.7% | 12 |
|
|
2024
Q3 | $5.43M | Sell |
79,960
-443
| -0.6% | -$30.1K | 1.99% | 10 |
|
|
2024
Q2 | $5.17M | Sell |
80,403
-146
| -0.2% | -$9.38K | 2.16% | 10 |
|
|
2024
Q1 | $5M | Sell |
80,549
-3,117
| -4% | -$193K | 2.2% | 10 |
|
|
2023
Q4 | $4.72M | Buy |
83,666
+8,119
| +11% | +$458K | 2.07% | 10 |
|
|
2023
Q3 | $3.82M | Buy |
75,547
+446
| +0.6% | +$22.6K | 1.92% | 10 |
|
|
2023
Q2 | $3.93M | Buy |
75,101
+5,416
| +8% | +$284K | 1.77% | 10 |
|
|
2023
Q1 | $3.37M | Buy |
69,685
+12,156
| +21% | +$588K | 1.65% | 10 |
|
|
2022
Q4 | $2.6M | Buy |
57,529
+46,479
| +421% | +$2.1M | 1.58% | 12 |
|
|
2022
Q3 | $468K | Buy |
+11,050
| New | +$468K | 0.31% | 89 |
|