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Tempus Wealth Planning, LLC → SCHW-PJ
Tempus Wealth Planning, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
76
Latest value
$1.1M
Q3 2026
Peak value
$12.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $517K |
| Q3 2025 | $6.9M |
| Q3 2025 | $3.8M |
| Q3 2025 | $1.1M |
| Q3 2025 | $791K |
| Q3 2025 | $548K |
| Q3 2025 | $2.3M |
| Q3 2025 | $576K |
| Q3 2025 | $3.8M |
| Q3 2025 | $4.4M |
| Q3 2025 | $8.5M |
| Q3 2025 | $1.5M |
| Q3 2025 | $944K |
| Q3 2025 | $240K |
| Q3 2025 | $876K |
| Q4 2025 | $536K |
| Q4 2025 | $7.3M |
| Q4 2025 | $4M |
| Q4 2025 | $1.2M |
| Q4 2025 | $797K |
| Q4 2025 | $559K |
| Q4 2025 | $2.5M |
| Q4 2025 | $602K |
| Q4 2025 | $4.1M |
| Q4 2025 | $4.7M |
| Q4 2025 | $9.3M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.1M |
| Q4 2025 | $279K |
| Q4 2025 | $920K |
| Q1 2026 | $505K |
| Q1 2026 | $7.1M |
| Q1 2026 | $3.6M |
| Q1 2026 | $1.2M |
| Q1 2026 | $811K |
| Q1 2026 | $601K |
| Q1 2026 | $2.7M |
| Q1 2026 | $631K |
| Q1 2026 | $4.2M |
| Q1 2026 | $4.8M |
| Q1 2026 | $10.2M |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $288K |
| Q1 2026 | $982K |
| Q2 2026 | $501K |
| Q2 2026 | $8.5M |
| Q2 2026 | $4.5M |
| Q2 2026 | $1.6M |
| Q2 2026 | $968K |
| Q2 2026 | $658K |
| Q2 2026 | $3M |
| Q2 2026 | $788K |
| Q2 2026 | $5.2M |
| Q2 2026 | $5.6M |
| Q2 2026 | $11.4M |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.3M |
| Q2 2026 | $320K |
| Q2 2026 | $1.1M |
| Q3 2026 | $519K |
| Q3 2026 | $7.8M |
| Q3 2026 | $5M |
| Q3 2026 | $1.6M |
| Q3 2026 | $1.7M |
| Q3 2026 | $434K |
| Q3 2026 | $2.6M |
| Q3 2026 | $500K |
| Q3 2026 | $5.3M |
| Q3 2026 | $654K |
| Q3 2026 | $5.6M |
| Q3 2026 | $12.9M |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.3M |
| Q3 2026 | $303K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 22.6K | — | — |
| Q3 2026 | $303K | 12.1K | — | — |
| Q3 2026 | $1.3M | 55.3K | — | — |
| Q3 2026 | $1.5M | 69.3K | — | — |
| Q3 2026 | $12.9M | 582.8K | — | — |
| Q3 2026 | $5.6M | 203.2K | — | — |
| Q3 2026 | $654K | 20.1K | — | — |
| Q3 2026 | $5.3M | 168.4K | — | — |
| Q3 2026 | $500K | 14.3K | — | — |
| Q3 2026 | $2.6M | 48.0K | — | — |
| Q3 2026 | $434K | 10.4K | — | — |
| Q3 2026 | $1.7M | 47.7K | — | — |
| Q3 2026 | $1.6M | 49.5K | — | — |
| Q3 2026 | $5M | 139.2K | — | — |
| Q3 2026 | $7.8M | 258.7K | — | — |
| Q3 2026 | $519K | 5.3K | — | — |
| Q2 2026 | $1.1M | 22.2K | — | — |
| Q2 2026 | $320K | 12.1K | — | — |
| Q2 2026 | $1.3M | 52.7K | — | — |
| Q2 2026 | $1.7M | 73.0K | — | — |
| Q2 2026 | $11.4M | 495.0K | — | — |
| Q2 2026 | $5.6M | 201.7K | — | — |
| Q2 2026 | $5.2M | 165.7K | — | — |
| Q2 2026 | $788K | 20.7K | — | — |
| Q2 2026 | $3M | 56.5K | — | — |
| Q2 2026 | $658K | 16.6K | — | — |
| Q2 2026 | $968K | 26.7K | — | — |
| Q2 2026 | $1.6M | 44.7K | — | — |
| Q2 2026 | $4.5M | 131.5K | — | — |
| Q2 2026 | $8.5M | 290.4K | — | — |
| Q2 2026 | $501K | 5.4K | — | — |
| Q1 2026 | $982K | 21.0K | — | — |
| Q1 2026 | $288K | 10.8K | — | — |
| Q1 2026 | $1.2M | 48.8K | — | — |
| Q1 2026 | $1.5M | 70.4K | — | — |
| Q1 2026 | $10.2M | 440.4K | — | — |
| Q1 2026 | $4.8M | 193.8K | — | — |
| Q1 2026 | $4.2M | 151.3K | — | — |
| Q1 2026 | $631K | 19.4K | — | — |
| Q1 2026 | $2.7M | 54.9K | — | — |
| Q1 2026 | $601K | 15.7K | — | — |
| Q1 2026 | $811K | 24.6K | — | — |
| Q1 2026 | $1.2M | 42.3K | — | — |
| Q1 2026 | $3.6M | 125.0K | — | — |
| Q1 2026 | $7.1M | 276.5K | — | — |
| Q1 2026 | $505K | 5.4K | — | — |
| Q4 2025 | $920K | 20.2K | — | — |
| Q4 2025 | $279K | 10.5K | — | — |
| Q4 2025 | $1.1M | 44.1K | — | — |
| Q4 2025 | $1.5M | 71.1K | — | — |
| Q4 2025 | $9.3M | 397.8K | — | — |
| Q4 2025 | $4.7M | 194.0K | — | — |
| Q4 2025 | $4.1M | 149.0K | — | — |
| Q4 2025 | $602K | 19.1K | — | — |
| Q4 2025 | $2.5M | 54.9K | — | — |
| Q4 2025 | $559K | 15.5K | — | — |
| Q4 2025 | $797K | 24.3K | — | — |
| Q4 2025 | $1.2M | 41.6K | — | — |
| Q4 2025 | $4M | 122.9K | — | — |
| Q4 2025 | $7.3M | 271.4K | — | — |
| Q4 2025 | $536K | 5.4K | — | — |
| Q3 2025 | $876K | 19.2K | — | — |
| Q3 2025 | $240K | 8.9K | — | — |
| Q3 2025 | $944K | 38.7K | — | — |
| Q3 2025 | $1.5M | 69.1K | — | — |
| Q3 2025 | $8.5M | 364.0K | — | — |
| Q3 2025 | $4.4M | 187.8K | — | — |
| Q3 2025 | $3.8M | 142.9K | — | — |
| Q3 2025 | $576K | 18.5K | — | — |
| Q3 2025 | $2.3M | 53.9K | — | — |
| Q3 2025 | $548K | 15.1K | — | — |
| Q3 2025 | $791K | 23.7K | — | — |
| Q3 2025 | $1.1M | 40.0K | — | — |
| Q3 2025 | $3.8M | 118.9K | — | — |
| Q3 2025 | $6.9M | 262.3K | — | — |
| Q3 2025 | $517K | 5.4K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B