TWP
Tempus Wealth Planning’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.46M | Buy |
363,991
+15,707
| +5% | +$365K | 2.11% | 7 |
|
|
2025
Q1 | $8.07M | Buy |
348,284
+54,748
| +19% | +$1.27M | 2.41% | 4 |
|
|
2024
Q4 | $6.66M | Buy |
293,536
+159,146
| +118% | +$3.61M | 2.04% | 9 |
|
|
2024
Q3 | $6.39M | Buy |
134,390
+6,958
| +5% | +$331K | 2.34% | 7 |
|
|
2024
Q2 | $5.81M | Buy |
127,432
+10,413
| +9% | +$475K | 2.43% | 8 |
|
|
2024
Q1 | $5.38M | Buy |
117,019
+20,643
| +21% | +$950K | 2.37% | 9 |
|
|
2023
Q4 | $4.49M | Buy |
96,376
+10,244
| +12% | +$478K | 1.97% | 12 |
|
|
2023
Q3 | $3.81M | Sell |
86,132
-6,678
| -7% | -$295K | 1.91% | 11 |
|
|
2023
Q2 | $4.28M | Buy |
92,810
+7,217
| +8% | +$333K | 1.93% | 8 |
|
|
2023
Q1 | $4.02M | Buy |
85,593
+17,782
| +26% | +$834K | 1.96% | 9 |
|
|
2022
Q4 | $3.1M | Buy |
67,811
+57,107
| +534% | +$2.61M | 1.88% | 9 |
|
|
2022
Q3 | $485K | Buy |
+10,704
| New | +$485K | 0.32% | 83 |
|