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

Moisand Fitzgerald Tamayo, LLC

  • $760 Million
  • Q2 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 83,589 shares of SCHX stock, worth $2.11 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
83,589
Previous 83,306 0.34%
Holding current value
$2.11 Million
Previous $1.84 Million 11.04%
% of portfolio
0.27%
Previous 0.26%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$19.6 - $24.44 $5,546 - $6,916
283 Added 0.34%
83,589 $2.04 Million
Q1 2025

Apr 22, 2025
SELL
$21.75 - $24.28 $44,217 - $49,361
-2,033 Reduced 2.38%
83,306 $1.84 Million
Q4 2024

Feb 04, 2025
BUY
$22.4 - $68.28 $1.26 Million - $3.84 Million
56,258 Added 193.45%
85,339 $1.98 Million
Q3 2024

Oct 09, 2024
SELL
$61.11 - $67.85 $27,193 - $30,193
-445 Reduced 1.51%
29,081 $1.97 Million
Q2 2024

Jul 31, 2024
BUY
$58.7 - $64.78 $14,146 - $15,611
241 Added 0.82%
29,526 $1.9 Million
Q1 2024

Apr 16, 2024
SELL
$55.41 - $62.08 $38,177 - $42,773
-689 Reduced 2.3%
29,285 $1.82 Million
Q4 2023

Jan 18, 2024
SELL
$48.47 - $56.6 $119,527 - $139,575
-2,466 Reduced 7.6%
29,974 $1.69 Million
Q3 2023

Oct 20, 2023
BUY
$50.36 - $54.21 $112,907 - $121,538
2,242 Added 7.42%
32,440 $1.64 Million
Q2 2023

Jul 12, 2023
SELL
$47.67 - $52.37 $23,978 - $26,342
-503 Reduced 1.64%
30,198 $1.58 Million
Q1 2023

May 05, 2023
SELL
$44.78 - $49.41 $15,717 - $17,342
-351 Reduced 1.13%
30,701 $1.49 Million
Q4 2022

Jan 23, 2023
BUY
$42.25 - $48.16 $324,311 - $369,676
7,676 Added 32.84%
31,052 $0
Q3 2022

Oct 26, 2022
SELL
$42.35 - $51.01 $52,471 - $63,201
-1,239 Reduced 5.03%
23,376 $990,000
Q2 2022

Aug 01, 2022
BUY
$43.35 - $54.51 $146,826 - $184,625
3,387 Added 15.96%
24,615 $1.1 Million
Q1 2022

Apr 29, 2022
BUY
$49.51 - $57.27 $375,879 - $434,793
7,592 Added 55.68%
21,228 $1.14 Million
Q4 2021

Feb 03, 2022
SELL
$51.9 - $57.29 $32,593 - $35,978
-628 Reduced 4.4%
13,636 $1.55 Million
Q3 2021

Nov 01, 2021
SELL
$51.52 - $54.94 $67,903 - $72,410
-1,318 Reduced 8.46%
14,264 $1.48 Million
Q2 2021

Aug 03, 2021
SELL
$48.62 - $52.01 $1,264 - $1,352
-26 Reduced 0.17%
15,582 $1.62 Million
Q1 2021

May 03, 2021
SELL
$44.9 - $48.34 $30,711 - $33,064
-684 Reduced 4.2%
15,608 $1.5 Million
Q4 2020

Feb 02, 2021
SELL
$39.35 - $45.48 $10,703 - $12,370
-272 Reduced 1.64%
16,292 $1.48 Million
Q3 2020

Nov 02, 2020
SELL
$37.26 - $43.03 $27,348 - $31,584
-734 Reduced 4.24%
16,564 $1.34 Million
Q2 2020

Aug 07, 2020
SELL
$29.25 - $38.76 $17,813 - $23,604
-609 Reduced 3.4%
17,298 $1.28 Million
Q1 2020

May 13, 2020
SELL
$26.61 - $40.52 $23,682 - $36,062
-890 Reduced 4.73%
17,907 $1.1 Million
Q4 2019

Jan 16, 2020
SELL
$34.42 - $38.54 $9,121 - $10,213
-265 Reduced 1.39%
18,797 $1.44 Million
Q3 2019

Nov 01, 2019
SELL
$35.28 - $36.01 $10,901 - $11,127
-309 Reduced 1.6%
19,062 $1.35 Million
Q2 2019

Aug 05, 2019
SELL
N/A
-393 Reduced 1.99%
19,371 $1.36 Million
Q1 2019

May 03, 2019
SELL
N/A
-1,651 Reduced 7.71%
19,764 $1.34 Million
Q4 2018

Feb 11, 2019
BUY
N/A
2,104 Added 10.9%
21,415 $1.28 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-184 Reduced 0.94%
19,311 $1.34 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-81 Reduced 0.41%
19,495 $1.27 Million
Q1 2018

Apr 30, 2018
SELL
N/A
-1,178 Reduced 5.68%
19,576 $1.24 Million
Q4 2017

Jan 23, 2018
SELL
N/A
-2,398 Reduced 10.36%
20,754 $1.32 Million
Q3 2017

Nov 03, 2017
SELL
N/A
-802 Reduced 3.35%
23,152 $1.39 Million
Q2 2017

Aug 08, 2017
BUY
N/A
23,954
23,954 $1.38 Million

Others Institutions Holding SCHX

# of Institutions
1,536
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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