Moisand Fitzgerald Tamayo, LLC Schwab Intermediate Term Us Tr Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $813 Million
  • Q3 2025

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 3,452,681 shares of SCHR stock, worth $87.1 Million. This represents 10.68% of its overall portfolio holdings.

Number of Shares
3,452,681
Previous 3,256,103 6.04%
Holding current value
$87.1 Million
Previous $81.5 Million 6.46%
% of portfolio
10.68%
Previous 10.73%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$24.69 - $25.26 $4.85 Million - $4.97 Million
196,578 Added 6.04%
3,452,681 $86.8 Million
Q2 2025

Jul 16, 2025
BUY
$24.54 - $25.07 $27.5 Million - $28.1 Million
1,120,524 Added 52.47%
3,256,103 $81.5 Million
Q1 2025

Apr 22, 2025
BUY
$24.05 - $24.86 $13.2 Million - $13.6 Million
547,537 Added 34.48%
2,135,579 $53.1 Million
Q4 2024

Feb 04, 2025
BUY
$24.19 - $50.58 $19.9 Million - $41.7 Million
824,375 Added 107.95%
1,588,042 $38.6 Million
Q3 2024

Oct 09, 2024
BUY
$48.4 - $50.91 $882,477 - $928,242
18,233 Added 2.45%
763,667 $38.6 Million
Q2 2024

Jul 31, 2024
BUY
$47.85 - $49.0 $2.33 Million - $2.38 Million
48,606 Added 6.98%
745,434 $36.4 Million
Q1 2024

Apr 16, 2024
BUY
$48.64 - $49.88 $2.82 Million - $2.89 Million
58,029 Added 9.08%
696,828 $34.2 Million
Q4 2023

Jan 18, 2024
BUY
$47.09 - $49.87 $5.08 Million - $5.38 Million
107,844 Added 20.31%
638,799 $31.8 Million
Q3 2023

Oct 20, 2023
BUY
$47.78 - $49.59 $290,454 - $301,457
6,079 Added 1.16%
530,955 $25.5 Million
Q2 2023

Jul 12, 2023
BUY
$49.25 - $50.96 $1.09 Million - $1.12 Million
22,045 Added 4.38%
524,876 $25.9 Million
Q1 2023

May 05, 2023
BUY
$48.55 - $50.78 $2.03 Million - $2.13 Million
41,889 Added 9.09%
502,831 $25.4 Million
Q4 2022

Jan 23, 2023
BUY
$48.12 - $50.24 $2.29 Million - $2.39 Million
47,616 Added 11.52%
460,942 $0
Q3 2022

Oct 26, 2022
BUY
$48.68 - $52.54 $21,419 - $23,117
440 Added 0.11%
413,326 $20.3 Million
Q2 2022

Aug 01, 2022
BUY
$50.08 - $52.78 $15.9 Million - $16.7 Million
316,738 Added 329.43%
412,886 $21.3 Million
Q1 2022

Apr 29, 2022
SELL
$52.72 - $55.84 $2.5 Million - $2.65 Million
-47,489 Reduced 33.06%
96,148 $5.12 Million
Q4 2021

Feb 03, 2022
BUY
$55.82 - $56.81 $210,999 - $214,741
3,780 Added 2.7%
143,637 $8.06 Million
Q3 2021

Nov 01, 2021
BUY
$56.59 - $57.62 $16,014 - $16,306
283 Added 0.2%
139,857 $7.93 Million
Q2 2021

Aug 03, 2021
BUY
$56.38 - $57.16 $269,045 - $272,767
4,772 Added 3.54%
139,574 $7.94 Million
Q1 2021

May 03, 2021
BUY
$56.41 - $58.25 $684,253 - $706,572
12,130 Added 9.89%
134,802 $7.6 Million
Q4 2020

Feb 02, 2021
BUY
$57.98 - $58.64 $707,124 - $715,173
12,196 Added 11.04%
122,672 $7.14 Million
Q3 2020

Nov 02, 2020
BUY
$58.56 - $58.96 $454,952 - $458,060
7,769 Added 7.56%
110,476 $6.48 Million
Q2 2020

Aug 07, 2020
BUY
$58.18 - $58.86 $538,979 - $545,279
9,264 Added 9.91%
102,707 $6.04 Million
Q1 2020

May 13, 2020
SELL
$55.04 - $58.78 $1.09 Million - $1.17 Million
-19,848 Reduced 17.52%
93,443 $5.49 Million
Q4 2019

Jan 16, 2020
BUY
$54.79 - $56.05 $66,021 - $67,540
1,205 Added 1.08%
113,291 $6.22 Million
Q3 2019

Nov 01, 2019
BUY
$54.92 - $55.68 $85,455 - $86,638
1,556 Added 1.41%
112,086 $6.23 Million
Q2 2019

Aug 05, 2019
BUY
N/A
1,114 Added 1.02%
110,530 $6.08 Million
Q1 2019

May 03, 2019
SELL
N/A
-2,280 Reduced 2.04%
109,416 $5.88 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-13,888 Reduced 11.06%
111,696 $5.91 Million
Q3 2018

Nov 09, 2018
BUY
N/A
6,403 Added 5.37%
125,584 $6.5 Million
Q2 2018

Aug 08, 2018
BUY
N/A
2,054 Added 1.75%
119,181 $6.24 Million
Q1 2018

Apr 30, 2018
BUY
N/A
8,485 Added 7.81%
117,127 $6.16 Million
Q4 2017

Jan 23, 2018
BUY
N/A
17,066 Added 18.64%
108,642 $5.79 Million
Q3 2017

Nov 03, 2017
BUY
N/A
1,848 Added 2.06%
91,576 $4.94 Million
Q2 2017

Aug 08, 2017
BUY
N/A
89,728
89,728 $4.84 Million

Others Institutions Holding SCHR

# of Institutions
502
Shares Held
376M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Moisand Fitzgerald Tamayo, LLC Portfolio

Follow Moisand Fitzgerald Tamayo, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moisand Fitzgerald Tamayo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moisand Fitzgerald Tamayo, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email