SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

Tempus Wealth Planning, LLC's Holding History (CIK: 0001806428)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 44,098 Value ($000) $1,075 Avg Close Range
Q3 2025
Shares 38,673 Value ($000) $944 Avg Close Range
Q2 2025
Shares 34,356 Value ($000) $838 Avg Close Range
Q1 2025
Shares 33,780 Value ($000) $822 Avg Close Range
Q4 2024
Shares 32,501 Value ($000) $782 Avg Close Range
Q3 2024
Shares 14,905 Value ($000) $730 Avg Close Range
Q2 2024
Shares 14,905 Value ($000) $717 Avg Close Range
Q1 2024
Shares 15,102 Value ($000) $728 Avg Close Range
Q4 2023
Shares 13,147 Value ($000) $637 Avg Close Range
Q3 2023
Shares 14,327 Value ($000) $686 Avg Close Range
Q2 2023
Shares 16,597 Value ($000) $798 Avg Close Range
Q1 2023
Shares 16,563 Value ($000) $808 Avg Close Range
Q4 2022
Shares 20,000 Value ($000) $965 Avg Close Range
Q3 2022
Shares 25,486 Value ($000) $1,230 Avg Close Range