Moisand Fitzgerald Tamayo, LLC Schwab Strategic Tr Us Small C Transaction History
Moisand Fitzgerald Tamayo, LLC
- $667 Million
- Q2 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 41,057 shares of SCHA stock, worth $2.11 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
41,057
Previous 42,345
3.04%
Holding current value
$2.11 Million
Previous $2.09 Million
6.57%
% of portfolio
0.29%
Previous 0.32%
Shares
29 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.48 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.14 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$614 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$541 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$378 Million0.51% of portfolio