Moisand Fitzgerald Tamayo, LLC Schwab Strategic Tr Us Dividen Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $828 Million
  • Q4 2025

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 792 shares of SCHD stock, worth $21,574. This represents 0.0% of its overall portfolio holdings.

Number of Shares
792
Previous 792 -0.0%
Holding current value
$21,574
Previous $21,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 16, 2025
SELL
$24.32 - $27.87 $6,055 - $6,939
-249 Reduced 23.92%
792 $20,000
Q4 2024

Feb 04, 2025
BUY
$26.93 - $84.95 $20,924 - $66,006
777 Added 294.32%
1,041 $28,000
Q1 2024

Apr 16, 2024
SELL
$75.25 - $80.63 $11,889 - $12,739
-158 Reduced 37.44%
264 $21,000
Q4 2023

Jan 18, 2024
BUY
$66.9 - $76.32 $4,549 - $5,189
68 Added 19.21%
422 $32,000
Q3 2023

Oct 20, 2023
BUY
$70.63 - $75.66 $6,144 - $6,582
87 Added 32.58%
354 $25,000
Q2 2023

Jul 12, 2023
SELL
$69.18 - $73.94 $1,729 - $1,848
-25 Reduced 8.56%
267 $19,000
Q1 2023

May 05, 2023
SELL
$70.28 - $78.03 $25,230 - $28,012
-359 Reduced 55.15%
292 $21,000
Q4 2022

Jan 23, 2023
BUY
$67.16 - $79.06 $20,349 - $23,955
303 Added 87.07%
651 $0
Q3 2022

Oct 26, 2022
SELL
$66.43 - $77.87 $398 - $467
-6 Reduced 1.69%
348 $23,000
Q2 2022

Aug 01, 2022
BUY
$70.31 - $80.24 $24,889 - $28,404
354 New
354 $25,000
Q1 2022

Apr 29, 2022
SELL
$75.14 - $81.94 $26,148 - $28,515
-348 Closed
0 $0
Q1 2021

May 03, 2021
BUY
$63.23 - $73.67 $5,311 - $6,188
84 Added 31.82%
348 $25,000
Q3 2020

Nov 02, 2020
BUY
$50.37 - $58.54 $13,297 - $15,454
264 New
264 $15,000

Others Institutions Holding SCHD

# of Institutions
2,067
Shares Held
864M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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