Moisand Fitzgerald Tamayo, LLC Schwab Strategic Tr Us Large C Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $813 Million
  • Q3 2025

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 62,413 shares of SCHV stock, worth $1.81 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
62,413
Previous 63,142 1.15%
Holding current value
$1.81 Million
Previous $1.75 Million 3.95%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Oct 23, 2025
SELL
$27.61 - $29.15 $20,127 - $21,250
-729 Reduced 1.15%
62,413 $1.82 Million
Q2 2025

Jul 16, 2025
SELL
$23.55 - $27.67 $28,354 - $33,314
-1,204 Reduced 1.87%
63,142 $1.75 Million
Q1 2025

Apr 22, 2025
SELL
$25.77 - $27.6 $96,482 - $103,334
-3,744 Reduced 5.5%
64,346 $1.71 Million
Q4 2024

Feb 04, 2025
BUY
$25.79 - $80.4 $1.14 Million - $3.55 Million
44,201 Added 185.03%
68,090 $1.78 Million
Q3 2024

Oct 09, 2024
SELL
$73.43 - $80.37 $234,755 - $256,942
-3,197 Reduced 11.8%
23,889 $1.92 Million
Q2 2024

Jul 31, 2024
SELL
$71.74 - $75.86 $102,229 - $108,100
-1,425 Reduced 5.0%
27,086 $2.01 Million
Q1 2024

Apr 16, 2024
SELL
$68.82 - $75.98 $134,267 - $148,236
-1,951 Reduced 6.4%
28,511 $2.17 Million
Q4 2023

Jan 18, 2024
SELL
$61.16 - $70.24 $339,254 - $389,621
-5,547 Reduced 15.4%
30,462 $2.14 Million
Q3 2023

Oct 20, 2023
SELL
$64.45 - $69.39 $451,343 - $485,938
-7,003 Reduced 16.28%
36,009 $2.32 Million
Q2 2023

Jul 12, 2023
SELL
$63.33 - $67.21 $339,702 - $360,514
-5,364 Reduced 11.09%
43,012 $2.89 Million
Q1 2023

May 05, 2023
SELL
$62.59 - $69.3 $189,209 - $209,493
-3,023 Reduced 5.88%
48,376 $3.17 Million
Q4 2022

Jan 23, 2023
SELL
$59.13 - $69.24 $481,613 - $563,959
-8,145 Reduced 13.68%
51,399 $0
Q3 2022

Oct 26, 2022
SELL
$58.51 - $69.02 $258,731 - $305,206
-4,422 Reduced 6.91%
59,544 $3.48 Million
Q2 2022

Aug 01, 2022
BUY
$60.93 - $72.3 $1.47 Million - $1.75 Million
24,185 Added 60.8%
63,966 $3.99 Million
Q1 2022

Apr 29, 2022
SELL
$67.71 - $74.19 $3.63 Million - $3.98 Million
-53,610 Reduced 57.4%
39,781 $2.84 Million
Q4 2021

Feb 03, 2022
SELL
$67.9 - $73.3 $2.27 Million - $2.45 Million
-33,377 Reduced 26.33%
93,391 $6.84 Million
Q3 2021

Nov 01, 2021
SELL
$66.91 - $71.05 $196,447 - $208,602
-2,936 Reduced 2.26%
126,768 $8.55 Million
Q2 2021

Aug 03, 2021
BUY
$65.81 - $69.75 $160,378 - $169,980
2,437 Added 1.91%
129,704 $8.87 Million
Q1 2021

May 03, 2021
SELL
$58.71 - $65.66 $1.41 Million - $1.58 Million
-24,097 Reduced 15.92%
127,267 $8.31 Million
Q4 2020

Feb 02, 2021
SELL
$50.83 - $59.53 $311,181 - $364,442
-6,122 Reduced 3.89%
151,364 $9.01 Million
Q3 2020

Nov 02, 2020
BUY
$49.44 - $54.86 $428,199 - $475,142
8,661 Added 5.82%
157,486 $8.22 Million
Q2 2020

Aug 07, 2020
SELL
$42.21 - $55.29 $78,426 - $102,728
-1,858 Reduced 1.23%
148,825 $7.46 Million
Q1 2020

May 13, 2020
BUY
$38.4 - $61.03 $653,184 - $1.04 Million
17,010 Added 12.73%
150,683 $6.67 Million
Q4 2019

Jan 16, 2020
SELL
$54.73 - $60.25 $330,131 - $363,428
-6,032 Reduced 4.32%
133,673 $8.04 Million
Q3 2019

Nov 01, 2019
SELL
$56.56 - $57.5 $173,469 - $176,352
-3,067 Reduced 2.15%
139,705 $7.93 Million
Q2 2019

Aug 05, 2019
BUY
N/A
32 Added 0.02%
142,772 $8.02 Million
Q1 2019

May 03, 2019
BUY
N/A
6,080 Added 4.45%
142,740 $7.81 Million
Q4 2018

Feb 11, 2019
BUY
N/A
23,711 Added 20.99%
136,660 $6.74 Million
Q3 2018

Nov 09, 2018
BUY
N/A
2,752 Added 2.5%
112,949 $6.33 Million
Q2 2018

Aug 08, 2018
BUY
N/A
4,754 Added 4.51%
110,197 $5.85 Million
Q1 2018

Apr 30, 2018
BUY
N/A
777 Added 0.74%
105,443 $5.57 Million
Q4 2017

Jan 23, 2018
BUY
N/A
2,045 Added 1.99%
104,666 $5.72 Million
Q3 2017

Nov 03, 2017
BUY
N/A
1,450 Added 1.43%
102,621 $5.32 Million
Q2 2017

Aug 08, 2017
BUY
N/A
101,171
101,171 $5.08 Million

Others Institutions Holding SCHV

# of Institutions
975
Shares Held
359M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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