Moisand Fitzgerald Tamayo, LLC Schwab Strategic Tr Us Large C Transaction History
Moisand Fitzgerald Tamayo, LLC
- $760 Million
- Q2 2025
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 1,304 shares of SCHG stock, worth $39,432. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,304
Previous 1,304
-0.0%
Holding current value
$39,432
Previous $32,000
18.75%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,562Shares Held
760MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio