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

Moisand Fitzgerald Tamayo, LLC

  • $653 Million
  • Q1 2024

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 28,511 shares of SCHV stock, worth $2.11 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
28,511
Previous 30,462 6.4%
Holding current value
$2.11 Million
Previous $2.14 Million 1.45%
% of portfolio
0.33%
Previous 0.37%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $523,479 - $563,959
-8,145 Reduced 13.68%
51,399 $0
Q3 2022

Oct 26, 2022
SELL
N/A
-4,422 Reduced 6.91%
59,544 $3.48 Million
Q2 2022

Aug 01, 2022
BUY
N/A
24,185 Added 60.8%
63,966 $3.99 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-53,610 Reduced 57.4%
39,781 $2.84 Million
Q4 2021

Feb 03, 2022
SELL
N/A
-33,377 Reduced 26.33%
93,391 $6.84 Million
Q3 2021

Nov 01, 2021
SELL
N/A
-2,936 Reduced 2.26%
126,768 $8.55 Million
Q2 2021

Aug 03, 2021
BUY
N/A
2,437 Added 1.91%
129,704 $8.87 Million
Q1 2021

May 03, 2021
SELL
N/A
-24,097 Reduced 15.92%
127,267 $8.31 Million
Q4 2020

Feb 02, 2021
SELL
N/A
-6,122 Reduced 3.89%
151,364 $9.01 Million
Q3 2020

Nov 02, 2020
BUY
N/A
8,661 Added 5.82%
157,486 $8.22 Million
Q2 2020

Aug 07, 2020
SELL
N/A
-1,858 Reduced 1.23%
148,825 $7.46 Million
Q1 2020

May 13, 2020
BUY
N/A
17,010 Added 12.73%
150,683 $6.67 Million
Q4 2019

Jan 16, 2020
SELL
N/A
-6,032 Reduced 4.32%
133,673 $8.04 Million
Q3 2019

Nov 01, 2019
SELL
N/A
-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
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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