Moisand Fitzgerald Tamayo, LLC Schwab Strategic Tr Us Dividen Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $697 Million
  • Q1 2025

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 1,041 shares of SCHD stock, worth $27,242. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,041
Previous 1,041 -0.0%
Holding current value
$27,242
Previous $28,000 3.57%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $20,924 - $66,006
777 Added 294.32%
1,041 $28,000
Q1 2024

Apr 16, 2024
SELL
$75.25 - $80.63 $11,889 - $12,739
-158 Reduced 37.44%
264 $21,000
Q4 2023

Jan 18, 2024
BUY
$66.9 - $76.32 $4,549 - $5,189
68 Added 19.21%
422 $32,000
Q3 2023

Oct 20, 2023
BUY
$70.63 - $75.66 $6,144 - $6,582
87 Added 32.58%
354 $25,000
Q2 2023

Jul 12, 2023
SELL
$69.18 - $73.94 $1,729 - $1,848
-25 Reduced 8.56%
267 $19,000
Q1 2023

May 05, 2023
SELL
$70.28 - $78.03 $25,230 - $28,012
-359 Reduced 55.15%
292 $21,000
Q4 2022

Jan 23, 2023
BUY
$67.16 - $79.06 $20,349 - $23,955
303 Added 87.07%
651 $0
Q3 2022

Oct 26, 2022
SELL
$66.43 - $77.87 $398 - $467
-6 Reduced 1.69%
348 $23,000
Q2 2022

Aug 01, 2022
BUY
$70.31 - $80.24 $24,889 - $28,404
354 New
354 $25,000
Q1 2022

Apr 29, 2022
SELL
$75.14 - $81.94 $26,148 - $28,515
-348 Closed
0 $0
Q1 2021

May 03, 2021
BUY
$63.23 - $73.67 $5,311 - $6,188
84 Added 31.82%
348 $25,000
Q3 2020

Nov 02, 2020
BUY
$50.37 - $58.54 $13,297 - $15,454
264 New
264 $15,000

Others Institutions Holding SCHD

# of Institutions
1,999
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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