Moisand Fitzgerald Tamayo, LLC Schwab Intermediate Term Us Tr Transaction History
Moisand Fitzgerald Tamayo, LLC
- $667 Million
- Q2 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 745,434 shares of SCHR stock, worth $37.8 Million. This represents 5.45% of its overall portfolio holdings.
Number of Shares
745,434
Previous 696,828
6.98%
Holding current value
$37.8 Million
Previous $34.2 Million
6.36%
% of portfolio
5.45%
Previous 5.24%
Shares
29 transactions
Others Institutions Holding SCHR
# of Institutions
405Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.22 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$513 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$237 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$190 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90.3 Million8.79% of portfolio