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 232,739 shares of SCHH stock, worth $4.7 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
232,739
Previous 240,748 3.33%
Holding current value
$4.7 Million
Previous $4.81 Million 12.17%
% of portfolio
0.77%
Previous 0.72%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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