Moisand Fitzgerald Tamayo, LLC Schwab Strategic U.S. Reit ETF Transaction History
Moisand Fitzgerald Tamayo, LLC
- $813 Million
- Q3 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 175,710 shares of SCHH stock, worth $3.76 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
175,710
Previous 183,863
4.43%
Holding current value
$3.76 Million
Previous $3.89 Million
2.57%
% of portfolio
0.47%
Previous 0.51%
Shares
34 transactions
Others Institutions Holding SCHH
# of Institutions
595Shares Held
179MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.19 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$654 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$485 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$179 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$168 Million0.12% of portfolio