Moisand Fitzgerald Tamayo’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.1K	Hold	792	–	–	﹤0.01%	264
2026 Q1	$24.3K	Hold	792	–	–	﹤0.01%	253
2025 Q4	$21.7K	Hold	792	–	–	﹤0.01%	268
2025 Q3	$21.6K	Hold	792	–	–	﹤0.01%	271
2025 Q2	$21K	Sell	792 -249	-24%	-$6.5K	﹤0.01%	274
2025 Q1	$29.1K	Hold	1,041	–	–	﹤0.01%	236
2024 Q4	$28.4K	Buy	1,041 +249	+31%	+$7.08K	﹤0.01%	236
2024 Q3	$22.3K	Hold	792	–	–	﹤0.01%	269
2024 Q2	$20.5K	Hold	792	–	–	﹤0.01%	245
2024 Q1	$21.3K	Sell	792 -474	-37%	-$12.2K	﹤0.01%	242
2023 Q4	$32.2K	Buy	1,266 +204	+19%	+$4.86K	0.01%	212
2023 Q3	$25.1K	Buy	1,062 +261	+33%	+$6.41K	0.01%	238
2023 Q2	$19.4K	Sell	801 -75	-9%	-$1.79K	﹤0.01%	253
2023 Q1	$21.4K	Sell	876 -1,077	-55%	-$26.9K	﹤0.01%	251
2022 Q4	$49.2K	Buy	1,953 +909	+87%	+$22.4K	0.01%	173
2022 Q3	$23K	Sell	1,044 -18	-2%	-$437	0.01%	218
2022 Q2	$25K	Buy	+1,062	New	+$27K	0.01%	212
2022 Q1	–	Sell	-1,044	Closed	-$28K	–	638
2021 Q4	$28K	Hold	1,044	–	–	0.01%	184
2021 Q3	$26K	Hold	1,044	–	–	0.01%	184
2021 Q2	$26K	Hold	1,044	–	–	0.01%	190
2021 Q1	$25K	Buy	1,044 +252	+32%	+$5.73K	0.01%	159
2020 Q4	$17K	Hold	792	–	–	0.01%	182
2020 Q3	$15K	Buy	+792	New	+$14.6K	0.01%	176
2016 Q2	–	Sell	-1,119	Closed	-$15K	–	170
2016 Q1	$15K	Hold	1,119	–	–	0.01%	144
2015 Q4	$14K	Buy	+1,119	New	+$14.4K	0.01%	137

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 792 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Moisand Fitzgerald Tamayo first reported a position in SCHD in Q4 2015 and has held it in 25 quarters since. The position peaked at $49.2K in Q4 2022. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Moisand Fitzgerald Tamayo held 792 shares of Schwab US Dividend Equity ETF worth $25.1K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #264 holding.
Moisand Fitzgerald Tamayo first reported a position in Schwab US Dividend Equity ETF in Q4 2015 and has held it in 25 quarters since.
Moisand Fitzgerald Tamayo's Schwab US Dividend Equity ETF position peaked at $49.2K in Q4 2022.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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