Moisand Fitzgerald Tamayo, LLC Schwab Strategic U.S. Mid Cap Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $697 Million
  • Q1 2025

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 286,789 shares of SCHM stock, worth $7.81 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
286,789
Previous 289,878 1.07%
Holding current value
$7.81 Million
Previous $8.03 Million 6.46%
% of portfolio
1.08%
Previous 1.18%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$25.58 - $29.24 $79,016 - $90,322
-3,089 Reduced 1.07%
286,789 $7.51 Million
Q4 2024

Feb 04, 2025
BUY
$27.54 - $83.04 $5.16 Million - $15.6 Million
187,278 Added 182.53%
289,878 $8.03 Million
Q3 2024

Oct 09, 2024
SELL
$75.47 - $83.18 $21.8 Million - $24 Million
-289,120 Reduced 73.81%
102,600 $8.53 Million
Q2 2024

Jul 31, 2024
BUY
$75.69 - $81.19 $1.06 Million - $1.13 Million
13,963 Added 3.7%
391,720 $30.5 Million
Q1 2024

Apr 16, 2024
BUY
$72.89 - $81.43 $1.38 Million - $1.54 Million
18,888 Added 5.26%
377,757 $30.8 Million
Q4 2023

Jan 18, 2024
BUY
$63.01 - $75.95 $3.23 Million - $3.89 Million
51,216 Added 16.65%
358,869 $27 Million
Q3 2023

Oct 20, 2023
SELL
$66.75 - $73.98 $82,503 - $91,439
-1,236 Reduced 0.4%
307,653 $20.8 Million
Q2 2023

Jul 12, 2023
BUY
$65.29 - $71.03 $579,709 - $630,675
8,879 Added 2.96%
308,889 $21.9 Million
Q1 2023

May 05, 2023
BUY
$64.24 - $73.9 $154,818 - $178,099
2,410 Added 0.81%
300,010 $20.4 Million
Q4 2022

Jan 23, 2023
BUY
$61.05 - $69.94 $426,251 - $488,321
6,982 Added 2.4%
297,600 $0
Q3 2022

Oct 26, 2022
BUY
$60.5 - $72.51 $620,609 - $743,807
10,258 Added 3.66%
290,618 $17.6 Million
Q2 2022

Aug 01, 2022
BUY
$60.91 - $76.4 $7.31 Million - $9.17 Million
120,010 Added 74.84%
280,360 $17.6 Million
Q1 2022

Apr 29, 2022
SELL
$70.66 - $80.89 $7.15 Million - $8.19 Million
-101,250 Reduced 38.7%
160,350 $12.2 Million
Q4 2021

Feb 03, 2022
BUY
$76.01 - $83.39 $379,593 - $416,449
4,994 Added 1.95%
261,600 $21 Million
Q3 2021

Nov 01, 2021
BUY
$74.65 - $80.95 $324,354 - $351,727
4,345 Added 1.72%
256,606 $19.7 Million
Q2 2021

Aug 03, 2021
BUY
$74.64 - $79.12 $557,038 - $590,472
7,463 Added 3.05%
252,261 $19.7 Million
Q1 2021

May 03, 2021
SELL
$67.07 - $76.85 $632,872 - $725,156
-9,436 Reduced 3.71%
244,798 $18.2 Million
Q4 2020

Feb 02, 2021
SELL
$55.93 - $68.45 $16,890 - $20,671
-302 Reduced 0.12%
254,234 $17.3 Million
Q3 2020

Nov 02, 2020
BUY
$51.99 - $58.83 $88,902 - $100,599
1,710 Added 0.68%
254,536 $14.1 Million
Q2 2020

Aug 07, 2020
SELL
$39.01 - $57.03 $160,838 - $235,134
-4,123 Reduced 1.6%
252,826 $13.3 Million
Q1 2020

May 13, 2020
BUY
$35.83 - $62.24 $666,688 - $1.16 Million
18,607 Added 7.81%
256,949 $10.8 Million
Q4 2019

Jan 16, 2020
BUY
$54.56 - $60.24 $120,141 - $132,648
2,202 Added 0.93%
238,342 $14.3 Million
Q3 2019

Nov 01, 2019
BUY
$56.23 - $57.59 $37,786 - $38,700
672 Added 0.29%
236,140 $13.4 Million
Q2 2019

Aug 05, 2019
BUY
N/A
5,598 Added 2.44%
235,468 $13.4 Million
Q1 2019

May 03, 2019
BUY
N/A
3,594 Added 1.59%
229,870 $12.7 Million
Q4 2018

Feb 11, 2019
BUY
N/A
6,121 Added 2.78%
226,276 $10.8 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-293 Reduced 0.13%
220,155 $12.7 Million
Q2 2018

Aug 08, 2018
BUY
N/A
2,827 Added 1.3%
220,448 $12.1 Million
Q1 2018

Apr 30, 2018
BUY
N/A
3,057 Added 1.42%
217,621 $11.5 Million
Q4 2017

Jan 23, 2018
SELL
N/A
-7,181 Reduced 3.24%
214,564 $11.4 Million
Q3 2017

Nov 03, 2017
BUY
N/A
5,697 Added 2.64%
221,745 $11.1 Million
Q2 2017

Aug 08, 2017
BUY
N/A
216,048
216,048 $10.4 Million

Others Institutions Holding SCHM

# of Institutions
1,003
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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