MFT
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Moisand Fitzgerald Tamayo’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.49M Sell
68,921
-1,556
-2% -$51.4K 0.24% 35
2026
Q1 		$2.05M Sell
70,477
-1,057
-1% -$31.7K 0.22% 37
2025
Q4 		$2.04M Sell
71,534
-1,513
-2% -$42.7K 0.23% 40
2025
Q3 		$2.04M Sell
73,047
-1,909
-3% -$51K 0.24% 39
2025
Q2 		$1.9M Sell
74,956
-624
-0.8% -$14.8K 0.24% 38
2025
Q1 		$1.77M Sell
75,580
-1,609
-2% -$41K 0.25% 36
2024
Q4 		$2M Sell
77,189
-2,319
-3% -$61.7K 0.28% 36
2024
Q3 		$2.05M Sell
79,508
-2,606
-3% -$64.7K 0.28% 35
2024
Q2 		$1.95M Sell
82,114
-2,576
-3% -$61.1K 0.29% 36
2024
Q1 		$2.09M Sell
84,690
-2,976
-3% -$69.7K 0.32% 34
2023
Q4 		$2.07M Sell
87,666
-7,116
-8% -$150K 0.36% 35
2023
Q3 		$1.96M Sell
94,782
-696
-0.7% -$15.3K 0.41% 34
2023
Q2 		$2.09M Sell
95,478
-14,746
-13% -$307K 0.43% 34
2023
Q1 		$2.31M Sell
110,224
-23,494
-18% -$505K 0.49% 33
2022
Q4 		$2.71M Sell
133,718
-50,676
-27% -$1.04M 0.62% 28
2022
Q3 		$3.48M Sell
184,394
-24,310
-12% -$508K 0.96% 19
2022
Q2 		$4.07M Buy
208,704
+67,988
+48% +$1.45M 1.09% 20
2022
Q1 		$3.33M Sell
140,716
-86,300
-38% -$2.04M 1.52% 19
2021
Q4 		$5.81M Sell
227,016
-19,608
-8% -$507K 1.64% 19
2021
Q3 		$6.17M Sell
246,624
-6,188
-2% -$157K 2.08% 17
2021
Q2 		$6.58M Buy
252,812
+1,416
+0.6% +$36.2K 2.39% 13
2021
Q1 		$6.26M Sell
251,396
-56,004
-18% -$1.38M 2.71% 11
2020
Q4 		$6.84M Sell
307,400
-34,604
-10% -$689K 3.08% 11
2020
Q3 		$5.84M Sell
342,004
-7,484
-2% -$129K 3.02% 11
2020
Q2 		$5.71M Sell
349,488
-29,084
-8% -$435K 3.14% 11
2020
Q1 		$4.88M Buy
378,572
+42,136
+13% +$716K 3.18% 11
2019
Q4 		$6.36M Sell
336,436
-9,472
-3% -$171K 3.28% 10
2019
Q3 		$6.03M Sell
345,908
-6,436
-2% -$114K 3.26% 11
2019
Q2 		$6.3M Sell
352,344
-3,812
-1% -$67.4K 3.43% 9
2019
Q1 		$6.23M Buy
356,156
+1,940
+0.5% +$33.2K 3.46% 9
2018
Q4 		$5.37M Buy
354,216
+50,020
+16% +$845K 3.36% 10
2018
Q3 		$5.79M Sell
304,196
-21,524
-7% -$410K 3.22% 10
2018
Q2 		$5.99M Sell
325,720
-7,228
-2% -$131K 3.48% 9
2018
Q1 		$5.75M Buy
332,948
+156
+0% +$2.75K 3.42% 9
2017
Q4 		$5.8M Sell
332,792
-15,120
-4% -$259K 3.36% 8
2017
Q3 		$5.86M Sell
347,912
-4,740
-1% -$76.2K 3.57% 7
2017
Q2 		$5.63M Sell
352,652
-10,128
-3% -$160K 3.84% 7
2017
Q1 		$5.71M Sell
362,780
-25,560
-7% -$400K 4.03% 7
2016
Q4 		$5.97M Sell
388,340
-13,972
-3% -$205K 4.43% 7
2016
Q3 		$5.79M Sell
402,312
-7,528
-2% -$107K 4.4% 7
2016
Q2 		$5.54M Sell
409,840
-11,016
-3% -$146K 4.52% 7
2016
Q1 		$5.47M Buy
420,856
+26,248
+7% +$318K 4.43% 7
2015
Q4 		$5.14M Buy
+394,608
New +$5.27M 4.41% 7

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SCHA Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q2 2026, selling an estimated $51.4K and leaving 68,921 shares worth $2.49M. The position accounts for 0.24% of the portfolio, ranked #35.

Moisand Fitzgerald Tamayo first reported a position in SCHA in Q4 2015 and has held it in 43 quarters since. The position peaked at $6.84M in Q4 2020. 356 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 68,921 shares of Schwab U.S Small- Cap ETF worth $2.49M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 1,556 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $51.4K.
  • Schwab U.S Small- Cap ETF made up 0.24% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #35 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Schwab U.S Small- Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's Schwab U.S Small- Cap ETF position peaked at $6.84M in Q4 2020.
  • 356 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.