Moisand Fitzgerald Tamayo, LLC Schwab Us Aggregate Bond ETF Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $702 Million
  • Q3 2024

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 228 shares of SCHZ stock, worth $5,218. This represents 0.0% of its overall portfolio holdings.

Number of Shares
228
Previous 228 -0.0%
Holding current value
$5,218
Previous $10,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024
SELL
$43.09 - $46.83 $11,849 - $12,878
-275 Reduced 54.67%
228 $10,000
Q3 2022

Oct 26, 2022
SELL
$44.98 - $49.09 $134 - $147
-3 Reduced 0.59%
503 $23,000
Q2 2022

Aug 01, 2022
BUY
$46.62 - $50.36 $139 - $151
3 Added 0.6%
506 $24,000
Q1 2022

Apr 29, 2022
SELL
$50.05 - $53.52 $900 - $963
-18 Reduced 3.45%
503 $25,000
Q3 2021

Nov 01, 2021
SELL
$54.26 - $55.17 $8,301 - $8,441
-153 Reduced 22.7%
521 $28,000
Q4 2020

Feb 02, 2021
SELL
$55.56 - $56.23 $11,445 - $11,583
-206 Reduced 23.41%
674 $38,000
Q2 2020

Aug 07, 2020
SELL
$54.35 - $56.24 $7,228 - $7,479
-133 Reduced 13.13%
880 $49,000
Q1 2020

May 13, 2020
SELL
$50.33 - $56.09 $31,204 - $34,775
-620 Reduced 37.97%
1,013 $55,000
Q4 2019

Jan 16, 2020
SELL
$53.21 - $54.14 $3,245 - $3,302
-61 Reduced 3.6%
1,633 $87,000
Q3 2019

Nov 01, 2019
SELL
$53.15 - $53.86 $24,289 - $24,614
-457 Reduced 21.25%
1,694 $91,000
Q2 2019

Aug 05, 2019
SELL
N/A
-15 Reduced 0.69%
2,151 $114,000
Q1 2019

May 03, 2019
SELL
N/A
-530 Reduced 19.66%
2,166 $112,000
Q4 2018

Feb 11, 2019
SELL
N/A
-260 Reduced 8.8%
2,696 $136,000
Q3 2018

Nov 09, 2018
SELL
N/A
-48 Reduced 1.6%
2,956 $149,000
Q2 2018

Aug 08, 2018
SELL
N/A
-384 Reduced 11.33%
3,004 $152,000
Q1 2018

Apr 30, 2018
SELL
N/A
-101 Reduced 2.89%
3,388 $173,000
Q3 2017

Nov 03, 2017
BUY
N/A
3,489
3,489 $183,000

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.6M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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