Moisand Fitzgerald Tamayo, LLC Schwab Strategic Tr Us Large C Transaction History
Moisand Fitzgerald Tamayo, LLC
- $828 Million
- Q4 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 1,304 shares of SCHG stock, worth $42,067. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,304
Previous 1,304
-0.0%
Holding current value
$42,067
Previous $41,000
2.44%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,708Shares Held
859MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL41.8MShares$1.35 Billion14.17% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio