Moisand Fitzgerald Tamayo, LLC SCHR Holdings History
Moisand Fitzgerald Tamayo, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-06-30, Moisand Fitzgerald Tamayo, LLC held 3.26 Mil shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $81.50 Mil. This investment constitutes 10.31% of their stock portfolio, and Moisand Fitzgerald Tamayo, LLC now holds 0.74% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2018Q2. And since then Moisand Fitzgerald Tamayo, LLC has made 25 purchases of SCHR, at an average price of $31.32, for a total of 3.34 Mil shares. In addition, there have been 4 sales at an average price of $54.50 for 83,505.00 shares. Based on historical transaction data and SCHR's current price of $24.83, Moisand Fitzgerald Tamayo, LLC's estimated gain on his SCHR holdings is $-19.20 Mil, reflecting a -18.36% gain to date.
Moisand Fitzgerald Tamayo, LLC SCHR ($24.83) Holding Chart
Moisand Fitzgerald Tamayo, LLC SCHR ($24.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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