Moisand Fitzgerald Tamayo, LLC Schwab Short Term Us Treasury Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $697 Million
  • Q1 2025

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 2,086,399 shares of SCHO stock, worth $51 Million. This represents 7.29% of its overall portfolio holdings.

Number of Shares
2,086,399
Previous 1,548,840 34.71%
Holding current value
$51 Million
Previous $37.3 Million 36.27%
% of portfolio
7.29%
Previous 5.47%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$24.1 - $24.34 $13 Million - $13.1 Million
537,559 Added 34.71%
2,086,399 $50.8 Million
Q4 2024

Feb 04, 2025
BUY
$24.06 - $48.88 $19.3 Million - $39.3 Million
803,550 Added 107.82%
1,548,840 $37.3 Million
Q3 2024

Oct 09, 2024
BUY
$47.93 - $49.06 $1.63 Million - $1.67 Million
33,985 Added 4.78%
745,290 $36.5 Million
Q2 2024

Jul 31, 2024
BUY
$47.75 - $48.13 $3.32 Million - $3.35 Million
69,530 Added 10.83%
711,305 $34.2 Million
Q1 2024

Apr 16, 2024
BUY
$48.05 - $48.63 $8.72 Million - $8.82 Million
181,410 Added 39.41%
641,775 $30.9 Million
Q4 2023

Jan 18, 2024
BUY
$47.66 - $48.45 $13.2 Million - $13.4 Million
276,357 Added 150.19%
460,365 $22.3 Million
Q3 2023

Oct 20, 2023
SELL
$47.78 - $48.2 $77,403 - $78,084
-1,620 Reduced 0.87%
184,008 $8.81 Million
Q2 2023

Jul 12, 2023
BUY
$48.06 - $48.89 $50,607 - $51,481
1,053 Added 0.57%
185,628 $8.92 Million
Q1 2023

May 05, 2023
BUY
$47.8 - $49.0 $573,408 - $587,804
11,996 Added 6.95%
184,575 $9.01 Million
Q4 2022

Jan 23, 2023
BUY
$47.89 - $48.47 $732,190 - $741,057
15,289 Added 9.72%
172,579 $0
Q3 2022

Oct 26, 2022
SELL
$48.15 - $49.37 $459,013 - $470,644
-9,533 Reduced 5.71%
157,290 $7.59 Million
Q2 2022

Aug 01, 2022
BUY
$48.73 - $49.59 $2.8 Million - $2.85 Million
57,550 Added 52.67%
166,823 $8.21 Million
Q1 2022

Apr 29, 2022
SELL
$49.47 - $50.82 $2.1 Million - $2.16 Million
-42,459 Reduced 27.98%
109,273 $5.41 Million
Q4 2021

Feb 03, 2022
BUY
$50.83 - $51.21 $87,834 - $88,490
1,728 Added 1.15%
151,732 $7.72 Million
Q3 2021

Nov 01, 2021
BUY
$51.18 - $51.3 $106,659 - $106,909
2,084 Added 1.41%
150,004 $7.68 Million
Q2 2021

Aug 03, 2021
BUY
$51.19 - $51.33 $241,565 - $242,226
4,719 Added 3.3%
147,920 $7.58 Million
Q1 2021

May 03, 2021
BUY
$51.27 - $51.41 $22,917 - $22,980
447 Added 0.31%
143,201 $7.35 Million
Q4 2020

Feb 02, 2021
BUY
$51.37 - $51.48 $696,679 - $698,171
13,562 Added 10.5%
142,754 $7.34 Million
Q3 2020

Nov 02, 2020
BUY
$51.49 - $51.63 $694,548 - $696,437
13,489 Added 11.66%
129,192 $6.65 Million
Q2 2020

Aug 07, 2020
BUY
$51.53 - $51.71 $899,507 - $902,649
17,456 Added 17.77%
115,703 $5.97 Million
Q1 2020

May 13, 2020
SELL
$50.48 - $51.73 $1.69 Million - $1.74 Million
-33,548 Reduced 25.45%
98,247 $5.08 Million
Q4 2019

Jan 16, 2020
BUY
$50.38 - $50.71 $201,620 - $202,941
4,002 Added 3.13%
131,795 $6.65 Million
Q3 2019

Nov 01, 2019
BUY
$50.39 - $50.59 $270,896 - $271,971
5,376 Added 4.39%
127,793 $6.47 Million
Q2 2019

Aug 05, 2019
BUY
N/A
4,409 Added 3.74%
122,417 $6.19 Million
Q1 2019

May 03, 2019
SELL
N/A
-2,345 Reduced 1.95%
118,008 $5.92 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-15,678 Reduced 11.53%
120,353 $6.01 Million
Q3 2018

Nov 09, 2018
BUY
N/A
6,261 Added 4.82%
136,031 $6.74 Million
Q2 2018

Aug 08, 2018
BUY
N/A
1,585 Added 1.24%
129,770 $6.46 Million
Q1 2018

Apr 30, 2018
BUY
N/A
6,788 Added 5.59%
128,185 $6.39 Million
Q4 2017

Jan 23, 2018
BUY
N/A
20,388 Added 20.18%
121,397 $6.07 Million
Q3 2017

Nov 03, 2017
BUY
N/A
3,447 Added 3.53%
101,009 $5.09 Million
Q2 2017

Aug 08, 2017
BUY
N/A
97,562
97,562 $4.92 Million

Others Institutions Holding SCHO

# of Institutions
682
Shares Held
354M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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