Moisand Fitzgerald Tamayo, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 73,047 shares of SCHA stock, worth $2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
73,047
Previous 74,956 2.55%
Holding current value
$2 Million
Previous $1.9 Million 7.49%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Oct 23, 2025
SELL
$25.29 - $28.33 $48,278 - $54,081
-1,909 Reduced 2.55%
73,047 $2.04 Million
Q2 2025

Jul 16, 2025
SELL
$20.42 - $25.3 $12,742 - $15,787
-624 Reduced 0.83%
74,956 $1.9 Million
Q1 2025

Apr 22, 2025
SELL
$23.16 - $27.04 $37,264 - $43,507
-1,609 Reduced 2.08%
75,580 $1.77 Million
Q4 2024

Feb 04, 2025
BUY
$25.33 - $51.16 $948,228 - $1.92 Million
37,435 Added 94.17%
77,189 $2 Million
Q3 2024

Oct 09, 2024
SELL
$46.9 - $51.96 $61,110 - $67,703
-1,303 Reduced 3.17%
39,754 $2.05 Million
Q2 2024

Jul 31, 2024
SELL
$45.24 - $49.04 $58,269 - $63,163
-1,288 Reduced 3.04%
41,057 $1.95 Million
Q1 2024

Apr 16, 2024
SELL
$44.84 - $49.24 $66,721 - $73,269
-1,488 Reduced 3.39%
42,345 $2.09 Million
Q4 2023

Jan 18, 2024
SELL
$38.13 - $48.02 $135,666 - $170,855
-3,558 Reduced 7.51%
43,833 $2.07 Million
Q3 2023

Oct 20, 2023
SELL
$40.85 - $46.1 $14,215 - $16,042
-348 Reduced 0.73%
47,391 $1.96 Million
Q2 2023

Jul 12, 2023
SELL
$39.91 - $43.82 $294,256 - $323,084
-7,373 Reduced 13.38%
47,739 $2.09 Million
Q1 2023

May 05, 2023
SELL
$39.82 - $46.36 $467,765 - $544,590
-11,747 Reduced 17.57%
55,112 $2.31 Million
Q4 2022

Jan 23, 2023
SELL
$38.25 - $43.54 $969,178 - $1.1 Million
-25,338 Reduced 27.48%
66,859 $0
Q3 2022

Oct 26, 2022
SELL
$37.65 - $45.9 $457,635 - $557,914
-12,155 Reduced 11.65%
92,197 $3.49 Million
Q2 2022

Aug 01, 2022
BUY
$37.88 - $48.01 $1.29 Million - $1.63 Million
33,994 Added 48.32%
104,352 $4.07 Million
Q1 2022

Apr 29, 2022
BUY
$44.42 - $51.73 $604,289 - $703,734
13,604 Added 23.97%
70,358 $3.33 Million
Q4 2021

Feb 03, 2022
SELL
$48.64 - $55.07 $238,433 - $269,953
-4,902 Reduced 7.95%
56,754 $5.81 Million
Q3 2021

Nov 01, 2021
SELL
$48.3 - $52.49 $74,720 - $81,202
-1,547 Reduced 2.45%
61,656 $6.17 Million
Q2 2021

Aug 03, 2021
BUY
$48.39 - $52.91 $17,130 - $18,730
354 Added 0.56%
63,203 $6.58 Million
Q1 2021

May 03, 2021
SELL
$43.89 - $52.63 $614,503 - $736,872
-14,001 Reduced 18.22%
62,849 $6.26 Million
Q4 2020

Feb 02, 2021
SELL
$34.66 - $45.17 $299,843 - $390,765
-8,651 Reduced 10.12%
76,850 $6.84 Million
Q3 2020

Nov 02, 2020
SELL
$32.09 - $36.38 $60,040 - $68,066
-1,871 Reduced 2.14%
85,501 $5.84 Million
Q2 2020

Aug 07, 2020
SELL
$23.59 - $35.22 $171,522 - $256,084
-7,271 Reduced 7.68%
87,372 $5.71 Million
Q1 2020

May 13, 2020
BUY
$22.29 - $38.7 $234,802 - $407,665
10,534 Added 12.52%
94,643 $4.88 Million
Q4 2019

Jan 16, 2020
SELL
$33.63 - $38.03 $79,635 - $90,055
-2,368 Reduced 2.74%
84,109 $6.36 Million
Q3 2019

Nov 01, 2019
SELL
$34.78 - $36.12 $55,961 - $58,117
-1,609 Reduced 1.83%
86,477 $6.03 Million
Q2 2019

Aug 05, 2019
SELL
N/A
-953 Reduced 1.07%
88,086 $6.3 Million
Q1 2019

May 03, 2019
BUY
N/A
485 Added 0.55%
89,039 $6.23 Million
Q4 2018

Feb 11, 2019
BUY
N/A
12,505 Added 16.44%
88,554 $5.37 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-5,381 Reduced 6.61%
76,049 $5.79 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-1,807 Reduced 2.17%
81,430 $5.99 Million
Q1 2018

Apr 30, 2018
BUY
N/A
39 Added 0.05%
83,237 $5.75 Million
Q4 2017

Jan 23, 2018
SELL
N/A
-3,780 Reduced 4.35%
83,198 $5.8 Million
Q3 2017

Nov 03, 2017
SELL
N/A
-1,185 Reduced 1.34%
86,978 $5.86 Million
Q2 2017

Aug 08, 2017
BUY
N/A
88,163
88,163 $5.63 Million

Others Institutions Holding SCHA

# of Institutions
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
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More about SCHA
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