Moisand Fitzgerald Tamayo, LLC Schwab Strategic U.S. Reit ETF Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $813 Million
  • Q3 2025

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 175,710 shares of SCHH stock, worth $3.73 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
175,710
Previous 183,863 4.43%
Holding current value
$3.73 Million
Previous $3.89 Million 2.57%
% of portfolio
0.47%
Previous 0.51%

Shares

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

Oct 23, 2025
SELL
$20.76 - $21.78 $169,256 - $177,572
-8,153 Reduced 4.43%
175,710 $3.79 Million
Q2 2025

Jul 16, 2025
SELL
$18.94 - $21.67 $631,080 - $722,044
-33,320 Reduced 15.34%
183,863 $3.89 Million
Q1 2025

Apr 22, 2025
SELL
$20.2 - $22.24 $87,930 - $96,810
-4,353 Reduced 1.96%
217,183 $4.67 Million
Q4 2024

Feb 04, 2025
SELL
$20.55 - $23.26 $230,221 - $260,581
-11,203 Reduced 4.81%
221,536 $4.67 Million
Q3 2024

Oct 09, 2024
SELL
$19.78 - $23.53 $158,418 - $188,451
-8,009 Reduced 3.33%
232,739 $5.39 Million
Q2 2024

Jul 31, 2024
SELL
$18.53 - $20.2 $18.6 Million - $20.3 Million
-1,003,941 Reduced 80.66%
240,748 $4.81 Million
Q1 2024

Apr 16, 2024
BUY
$19.39 - $20.93 $2.07 Million - $2.23 Million
106,505 Added 9.36%
1,244,689 $25.3 Million
Q4 2023

Jan 18, 2024
BUY
$16.76 - $20.95 $3.38 Million - $4.22 Million
201,549 Added 21.52%
1,138,184 $23.6 Million
Q3 2023

Oct 20, 2023
BUY
$17.52 - $20.27 $474,143 - $548,567
27,063 Added 2.98%
936,635 $16.6 Million
Q2 2023

Jul 12, 2023
BUY
$18.34 - $19.64 $1.1 Million - $1.18 Million
59,959 Added 7.06%
909,572 $17.8 Million
Q1 2023

May 05, 2023
BUY
$18.01 - $21.78 $630,115 - $762,016
34,987 Added 4.29%
849,613 $16.6 Million
Q4 2022

Jan 23, 2023
BUY
$17.68 - $20.46 $717,401 - $830,205
40,577 Added 5.24%
814,626 $0
Q3 2022

Oct 26, 2022
BUY
$18.45 - $23.6 $626,672 - $801,597
33,966 Added 4.59%
774,049 $14.5 Million
Q2 2022

Aug 01, 2022
BUY
$20.18 - $25.97 $6.03 Million - $7.76 Million
298,954 Added 67.77%
740,083 $15.6 Million
Q1 2022

Apr 29, 2022
BUY
$22.75 - $26.16 $1.9 Million - $2.18 Million
83,499 Added 23.35%
441,129 $11 Million
Q4 2021

Feb 03, 2022
SELL
$22.99 - $26.35 $105,432 - $120,841
-4,586 Reduced 1.27%
357,630 $18.8 Million
Q3 2021

Nov 01, 2021
BUY
$22.84 - $24.92 $17,358 - $18,939
760 Added 0.21%
362,216 $16.5 Million
Q2 2021

Aug 03, 2021
BUY
$20.92 - $23.68 $220,224 - $249,279
10,527 Added 3.0%
361,456 $16.6 Million
Q1 2021

May 03, 2021
BUY
$18.25 - $20.79 $408,873 - $465,779
22,404 Added 6.82%
350,929 $14.4 Million
Q4 2020

Feb 02, 2021
BUY
$17.04 - $19.33 $322,056 - $365,336
18,900 Added 6.1%
328,525 $12.5 Million
Q3 2020

Nov 02, 2020
BUY
$16.99 - $18.73 $442,130 - $487,410
26,023 Added 9.18%
309,625 $11 Million
Q2 2020

Aug 07, 2020
BUY
$14.77 - $20.35 $300,864 - $414,529
20,370 Added 7.74%
283,602 $9.99 Million
Q1 2020

May 13, 2020
BUY
$13.54 - $24.27 $434,471 - $778,775
32,088 Added 13.88%
263,232 $8.62 Million
Q4 2019

Jan 16, 2020
SELL
$22.24 - $24.07 $9,162 - $9,916
-412 Reduced 0.18%
231,144 $10.6 Million
Q3 2019

Nov 01, 2019
BUY
$23.18 - $23.61 $5,516 - $5,619
238 Added 0.1%
231,556 $10.9 Million
Q2 2019

Aug 05, 2019
BUY
N/A
5,937 Added 2.63%
231,318 $10.3 Million
Q1 2019

May 03, 2019
BUY
N/A
1,525 Added 0.68%
225,381 $10 Million
Q4 2018

Feb 11, 2019
BUY
N/A
1,106 Added 0.5%
223,856 $8.62 Million
Q3 2018

Nov 09, 2018
BUY
N/A
585 Added 0.26%
222,750 $9.3 Million
Q2 2018

Aug 08, 2018
BUY
N/A
3,644 Added 1.67%
222,165 $9.28 Million
Q1 2018

Apr 30, 2018
BUY
N/A
14,237 Added 6.97%
218,521 $8.36 Million
Q4 2017

Jan 23, 2018
BUY
N/A
14,617 Added 7.71%
204,284 $8.5 Million
Q3 2017

Nov 03, 2017
BUY
N/A
4,555 Added 2.46%
189,667 $7.8 Million
Q2 2017

Aug 08, 2017
BUY
N/A
185,112
185,112 $7.63 Million

Others Institutions Holding SCHH

# of Institutions
602
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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