A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 745,290 shares of SCHO stock, worth $17.9 Million. This represents 5.2% of its overall portfolio holdings.

Number of Shares
745,290
Previous 711,305 4.78%
Holding current value
$17.9 Million
Previous $34.2 Million 6.63%
% of portfolio
5.2%
Previous 5.14%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$47.93 - $49.06 $1.63 Million - $1.67 Million
33,985 Added 4.78%
745,290 $36.5 Million
Q2 2024

Jul 31, 2024

BUY
$47.75 - $48.13 $3.32 Million - $3.35 Million
69,530 Added 10.83%
711,305 $34.2 Million
Q1 2024

Apr 16, 2024

BUY
$48.05 - $48.63 $8.72 Million - $8.82 Million
181,410 Added 39.41%
641,775 $30.9 Million
Q4 2023

Jan 18, 2024

BUY
$47.66 - $48.45 $13.2 Million - $13.4 Million
276,357 Added 150.19%
460,365 $22.3 Million
Q3 2023

Oct 20, 2023

SELL
$47.78 - $48.2 $77,403 - $78,084
-1,620 Reduced 0.87%
184,008 $8.81 Million
Q2 2023

Jul 12, 2023

BUY
$48.06 - $48.89 $50,607 - $51,481
1,053 Added 0.57%
185,628 $8.92 Million
Q1 2023

May 05, 2023

BUY
$47.8 - $49.0 $573,408 - $587,804
11,996 Added 6.95%
184,575 $9.01 Million
Q4 2022

Jan 23, 2023

BUY
$47.89 - $48.47 $732,190 - $741,057
15,289 Added 9.72%
172,579 $0
Q3 2022

Oct 26, 2022

SELL
$48.15 - $49.37 $459,013 - $470,644
-9,533 Reduced 5.71%
157,290 $7.59 Million
Q2 2022

Aug 01, 2022

BUY
$48.73 - $49.59 $2.8 Million - $2.85 Million
57,550 Added 52.67%
166,823 $8.21 Million
Q1 2022

Apr 29, 2022

SELL
$49.47 - $50.82 $2.1 Million - $2.16 Million
-42,459 Reduced 27.98%
109,273 $5.41 Million
Q4 2021

Feb 03, 2022

BUY
$50.83 - $51.21 $87,834 - $88,490
1,728 Added 1.15%
151,732 $7.72 Million
Q3 2021

Nov 01, 2021

BUY
$51.18 - $51.3 $106,659 - $106,909
2,084 Added 1.41%
150,004 $7.68 Million
Q2 2021

Aug 03, 2021

BUY
$51.19 - $51.33 $241,565 - $242,226
4,719 Added 3.3%
147,920 $7.58 Million
Q1 2021

May 03, 2021

BUY
$51.27 - $51.41 $22,917 - $22,980
447 Added 0.31%
143,201 $7.35 Million
Q4 2020

Feb 02, 2021

BUY
$51.37 - $51.48 $696,679 - $698,171
13,562 Added 10.5%
142,754 $7.34 Million
Q3 2020

Nov 02, 2020

BUY
$51.49 - $51.63 $694,548 - $696,437
13,489 Added 11.66%
129,192 $6.65 Million
Q2 2020

Aug 07, 2020

BUY
$51.53 - $51.71 $899,507 - $902,649
17,456 Added 17.77%
115,703 $5.97 Million
Q1 2020

May 13, 2020

SELL
$50.48 - $51.73 $1.69 Million - $1.74 Million
-33,548 Reduced 25.45%
98,247 $5.08 Million
Q4 2019

Jan 16, 2020

BUY
$50.38 - $50.71 $201,620 - $202,941
4,002 Added 3.13%
131,795 $6.65 Million
Q3 2019

Nov 01, 2019

BUY
$50.39 - $50.59 $270,896 - $271,971
5,376 Added 4.39%
127,793 $6.47 Million
Q2 2019

Aug 05, 2019

BUY
N/A
4,409 Added 3.74%
122,417 $6.19 Million
Q1 2019

May 03, 2019

SELL
N/A
-2,345 Reduced 1.95%
118,008 $5.92 Million
Q4 2018

Feb 11, 2019

SELL
N/A
-15,678 Reduced 11.53%
120,353 $6.01 Million
Q3 2018

Nov 09, 2018

BUY
N/A
6,261 Added 4.82%
136,031 $6.74 Million
Q2 2018

Aug 08, 2018

BUY
N/A
1,585 Added 1.24%
129,770 $6.46 Million
Q1 2018

Apr 30, 2018

BUY
N/A
6,788 Added 5.59%
128,185 $6.39 Million
Q4 2017

Jan 23, 2018

BUY
N/A
20,388 Added 20.18%
121,397 $6.07 Million
Q3 2017

Nov 03, 2017

BUY
N/A
3,447 Added 3.53%
101,009 $5.09 Million
Q2 2017

Aug 08, 2017

BUY
N/A
97,562
97,562 $4.92 Million

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
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