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Tempus Wealth Planning, LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tempus Wealth Planning, LLC on SCHX, newest first. How the timeline and the estimate are built.

Tempus Wealth Planning, LLC held 290,411 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 290,411 shares
    Change vs previous 13F +13,930 shares

    1.67% of the 13F portfolio, value $8,546,784.

    13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 276,481 shares
    Change vs previous 13F +5,088 shares

    1.63% of the 13F portfolio, value $7,088,979.

    13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 271,393 shares
    Change vs previous 13F +9,055 shares

    1.67% of the 13F portfolio, value $7,303,197.

    13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 262,338 shares
    Change vs previous 13F +15,347 shares

    1.59% of the 13F portfolio, value $6,909,990.

    13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 246,991 shares
    Change vs previous 13F +11,555 shares

    1.5% of the 13F portfolio, value $6,036,465.

    13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 235,436 shares
    Change vs previous 13F -4,963 shares

    1.55% of the 13F portfolio, value $5,198,434.

    13F-HR 0001085146-25-002656 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 240,399 shares
    Change vs previous 13F +160,439 shares

    1.7% of the 13F portfolio, value $5,572,439.

    13F-HR 0001085146-25-000489 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 79,960 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $5,425,265.

    13F-HR 0001085146-24-005048 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).