MFT
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Moisand Fitzgerald Tamayo’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$853K Sell
17,718
-837
-5% -$41.5K 0.08% 60
2026
Q1 		$867K Sell
18,555
-552
-3% -$26.7K 0.09% 58
2025
Q4 		$870K Sell
19,107
-888
-4% -$40.2K 0.1% 58
2025
Q3 		$910K Sell
19,995
-551
-3% -$24.2K 0.11% 57
2025
Q2 		$875K Sell
20,546
-601
-3% -$23.3K 0.11% 56
2025
Q1 		$759K Sell
21,147
-531
-2% -$19K 0.11% 58
2024
Q4 		$744K Sell
21,678
-623
-3% -$22.7K 0.11% 57
2024
Q3 		$859K Sell
22,301
-542
-2% -$20K 0.12% 55
2024
Q2 		$813K Sell
22,843
-458
-2% -$16.3K 0.12% 55
2024
Q1 		$834K Sell
23,301
-457
-2% -$15.7K 0.13% 56
2023
Q4 		$829K Sell
23,758
-920
-4% -$29.9K 0.14% 56
2023
Q3 		$796K Sell
24,678
-2,009
-8% -$68.1K 0.17% 53
2023
Q2 		$901K Sell
26,687
-463
-2% -$15.7K 0.18% 50
2023
Q1 		$915K Sell
27,150
-1,070
-4% -$35.7K 0.2% 48
2022
Q4 		$888K Sell
28,220
-9,163
-25% -$279K 0.2% 54
2022
Q3 		$1.04M Sell
37,383
-4,162
-10% -$131K 0.28% 41
2022
Q2 		$1.3M Buy
41,545
+13,153
+46% +$456K 0.35% 36
2022
Q1 		$1.08M Sell
28,392
-38,487
-58% -$1.47M 0.49% 35
2021
Q4 		$2.74M Sell
66,879
-44,125
-40% -$1.84M 0.77% 28
2021
Q3 		$4.61M Sell
111,004
-5,710
-5% -$243K 1.55% 19
2021
Q2 		$4.86M Buy
116,714
+2,681
+2% +$112K 1.76% 17
2021
Q1 		$4.5M Sell
114,033
-6,308
-5% -$246K 1.94% 13
2020
Q4 		$4.53M Sell
120,341
-6,467
-5% -$226K 2.04% 13
2020
Q3 		$4.13M Sell
126,808
-6,218
-5% -$199K 2.13% 13
2020
Q2 		$3.93M Sell
133,026
-12,361
-9% -$341K 2.17% 13
2020
Q1 		$3.55M Buy
145,387
+4,096
+3% +$126K 2.31% 12
2019
Q4 		$4.9M Sell
141,291
-2,740
-2% -$91.4K 2.53% 12
2019
Q3 		$4.58M Buy
144,031
+336
+0.2% +$10.7K 2.48% 12
2019
Q2 		$4.69M Sell
143,695
-1,020
-0.7% -$33.1K 2.55% 12
2019
Q1 		$4.67M Buy
144,715
+3,668
+3% +$116K 2.59% 12
2018
Q4 		$4.1M Buy
141,047
+17,069
+14% +$544K 2.57% 12
2018
Q3 		$4.42M Buy
123,978
+8,552
+7% +$306K 2.46% 12
2018
Q2 		$4.16M Buy
115,426
+385
+0.3% +$14.2K 2.42% 13
2018
Q1 		$4.2M Sell
115,041
-1,681
-1% -$62.5K 2.49% 13
2017
Q4 		$4.28M Sell
116,722
-3,670
-3% -$133K 2.48% 12
2017
Q3 		$4.31M Sell
120,392
-4,127
-3% -$143K 2.63% 12
2017
Q2 		$4.19M Sell
124,519
-6,721
-5% -$220K 2.85% 12
2017
Q1 		$4.11M Sell
131,240
-2,263
-2% -$69.1K 2.9% 12
2016
Q4 		$3.88M Buy
133,503
+2,393
+2% +$70.7K 2.88% 10
2016
Q3 		$4.05M Buy
131,110
+2,269
+2% +$68.4K 3.07% 9
2016
Q2 		$3.71M Buy
128,841
+530
+0.4% +$15.6K 3.03% 9
2016
Q1 		$3.71M Buy
128,311
+17,177
+15% +$466K 3.01% 10
2015
Q4 		$3.2M Buy
+111,134
New +$3.28M 2.75% 10

Other funds holding SCHC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 4.5% in Q2 2026, selling an estimated $41.5K and leaving 17,718 shares worth $853K. The position accounts for 0.08% of the portfolio, ranked #60.

Moisand Fitzgerald Tamayo first reported a position in SCHC in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.9M in Q4 2019. 122 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 17,718 shares of Schwab International Small-Cap Equity ETF worth $853K as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 837 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $41.5K.
  • Schwab International Small-Cap Equity ETF made up 0.08% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #60 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Schwab International Small-Cap Equity ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's Schwab International Small-Cap Equity ETF position peaked at $4.9M in Q4 2019.
  • 122 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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