Moisand Fitzgerald Tamayo, LLC Schwab Strategic U.S. Reit ETF Transaction History
Moisand Fitzgerald Tamayo, LLC
- $760 Million
- Q2 2025
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 183,863 shares of SCHH stock, worth $3.84 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
183,863
Previous 217,183
15.34%
Holding current value
$3.84 Million
Previous $4.67 Million
16.72%
% of portfolio
0.51%
Previous 0.67%
Shares
33 transactions
Others Institutions Holding SCHH
# of Institutions
564Shares Held
178MCall Options Held
18.2KPut Options Held
7.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA54.2MShares$1.13 Billion2.51% of portfolio
-
Us Bancorp \De\30.5MShares$637 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$472 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$164 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$164 Million0.12% of portfolio