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Moisand Fitzgerald Tamayo’s Schwab US Broad Market ETF SCHB Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$139K Buy
4,808
+13
+0.3% +$364 0.01% 139
2026
Q1 		$120K Sell
4,795
-2,064
-30% -$54.2K 0.01% 137
2025
Q4 		$180K Sell
6,859
-632
-8% -$16.5K 0.02% 124
2025
Q3 		$193K Sell
7,491
-988
-12% -$24.5K 0.02% 122
2025
Q2 		$202K Sell
8,479
-631
-7% -$13.9K 0.03% 114
2025
Q1 		$196K Sell
9,110
-141
-2% -$3.21K 0.03% 114
2024
Q4 		$210K Sell
9,251
-286
-3% -$6.53K 0.03% 107
2024
Q3 		$211K Sell
9,537
-534
-5% -$11.4K 0.03% 108
2024
Q2 		$211K Sell
10,071
-246
-2% -$4.98K 0.03% 106
2024
Q1 		$210K Sell
10,317
-315
-3% -$6.09K 0.03% 104
2023
Q4 		$197K Sell
10,632
-828
-7% -$14.3K 0.03% 104
2023
Q3 		$190K Sell
11,460
-321
-3% -$5.56K 0.04% 99
2023
Q2 		$203K Sell
11,781
-219
-2% -$3.57K 0.04% 98
2023
Q1 		$191K Sell
12,000
-72
-0.6% -$1.13K 0.04% 102
2022
Q4 		$180K Sell
12,072
-660
-5% -$9.92K 0.04% 106
2022
Q3 		$178K Sell
12,732
-1,107
-8% -$17.2K 0.05% 103
2022
Q2 		$204K Buy
13,839
+4,473
+48% +$71.8K 0.05% 94
2022
Q1 		$167K Sell
9,366
-6,732
-42% -$118K 0.08% 73
2021
Q4 		$303K Sell
16,098
-2,490
-13% -$45.8K 0.09% 77
2021
Q3 		$322K Sell
18,588
-630
-3% -$11.2K 0.11% 71
2021
Q2 		$334K Sell
19,218
-3,456
-15% -$58.5K 0.12% 66
2021
Q1 		$365K Buy
22,674
+3,144
+16% +$49.6K 0.16% 61
2020
Q4 		$296K Sell
19,530
-1,140
-6% -$16.2K 0.13% 64
2020
Q3 		$274K Buy
20,670
+828
+4% +$10.9K 0.14% 63
2020
Q2 		$243K Buy
19,842
+738
+4% +$8.51K 0.13% 62
2020
Q1 		$192K Sell
19,104
-138
-0.7% -$1.67K 0.13% 68
2019
Q4 		$247K Sell
19,242
-912
-5% -$11.2K 0.13% 70
2019
Q3 		$239K Sell
20,154
-414
-2% -$4.89K 0.13% 70
2019
Q2 		$242K Buy
20,568
+96
+0.5% +$1.11K 0.13% 67
2019
Q1 		$232K Buy
20,472
+2,946
+17% +$32.2K 0.13% 71
2018
Q4 		$175K Buy
17,526
+756
+5% +$8.17K 0.11% 74
2018
Q3 		$197K Buy
16,770
+18
+0.1% +$207 0.11% 74
2018
Q2 		$184K Buy
16,752
+846
+5% +$9.25K 0.11% 75
2018
Q1 		$169K Buy
15,906
+954
+6% +$10.5K 0.1% 81
2017
Q4 		$161K Buy
14,952
+444
+3% +$4.66K 0.09% 71
2017
Q3 		$147K Buy
+14,508
New +$144K 0.09% 75
2016
Q2 		– Sell
-16,134
Closed -$133K – 169
2016
Q1 		$133K Sell
16,134
-1,836
-10% -$14.3K 0.11% 64
2015
Q4 		$147K Buy
+17,970
New +$148K 0.13% 60

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo increased its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q2 2026, buying an estimated $364 and bringing the position to 4,808 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #139.

Moisand Fitzgerald Tamayo first reported a position in SCHB in Q4 2015 and has held it in 38 quarters since. The position peaked at $365K in Q1 2021. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 4,808 shares of Schwab US Broad Market ETF worth $139K as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 13 Schwab US Broad Market ETF shares in Q2 2026, an estimated $364.
  • Schwab US Broad Market ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #139 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 38 quarters since.
  • Moisand Fitzgerald Tamayo's Schwab US Broad Market ETF position peaked at $365K in Q1 2021.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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