Moisand Fitzgerald Tamayo’s Charles Schwab SCHW Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21	Closed	-$1.46K	–	646
2023 Q4	$1.46K	Sell	21 -34	-62%	-$1.96K	﹤0.01%	566
2023 Q3	$3.03K	Buy	55 +21	+62%	+$1.27K	﹤0.01%	496
2023 Q2	$1.93K	Hold	34	–	–	﹤0.01%	552
2023 Q1	$1.78K	Hold	34	–	–	﹤0.01%	579
2022 Q4	$2.83K	Buy	34 +19	+127%	+$1.48K	﹤0.01%	491
2022 Q3	$1K	Sell	15 -7	-32%	-$486	﹤0.01%	650
2022 Q2	$1K	Sell	22 -22	-50%	-$1.52K	﹤0.01%	552
2022 Q1	$4K	Buy	+44	New	+$3.87K	﹤0.01%	296
2020 Q2	–	Sell	-58	Closed	-$2K	–	331
2020 Q1	$2K	Hold	58	–	–	﹤0.01%	231
2019 Q4	$3K	Hold	58	–	–	﹤0.01%	240
2019 Q3	$2K	Hold	58	–	–	﹤0.01%	250
2019 Q2	$2K	Hold	58	–	–	﹤0.01%	253
2019 Q1	$2K	Hold	58	–	–	﹤0.01%	257
2018 Q4	$2K	Hold	58	–	–	﹤0.01%	250
2018 Q3	$3K	Hold	58	–	–	﹤0.01%	262
2018 Q2	$3K	Hold	58	–	–	﹤0.01%	246
2018 Q1	$3K	Hold	58	–	–	﹤0.01%	282
2017 Q4	$3K	Hold	58	–	–	﹤0.01%	240
2017 Q3	$3K	Buy	+58	New	+$2.41K	﹤0.01%	261

Other funds holding SCHW

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SCHW Position: Q1 2024 in Review

Moisand Fitzgerald Tamayo sold out of Charles Schwab (SCHW) in Q1 2024, closing a stake of 21 shares — an estimated $1.46K sold.

Moisand Fitzgerald Tamayo first reported a position in SCHW in Q3 2017 and held it in 19 quarters. The position peaked at $4K in Q1 2022. 1,875 funds tracked by Wall St. Rank hold SCHW as of Q1 2024.

Moisand Fitzgerald Tamayo reported no remaining Charles Schwab position as of Q1 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 21 Charles Schwab shares in Q1 2024, an estimated $1.46K.
Moisand Fitzgerald Tamayo first reported a position in Charles Schwab in Q3 2017 and held it in 19 quarters.
Moisand Fitzgerald Tamayo's Charles Schwab position peaked at $4K in Q1 2022.
1,875 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2024, filed 16 Apr 2024.