Moisand Fitzgerald Tamayo’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.1K	Hold	1,304	–	–	﹤0.01%	220
2026 Q1	$38K	Hold	1,304	–	–	﹤0.01%	220
2025 Q4	$42.5K	Hold	1,304	–	–	﹤0.01%	213
2025 Q3	$41.6K	Hold	1,304	–	–	﹤0.01%	217
2025 Q2	$38.1K	Hold	1,304	–	–	﹤0.01%	223
2025 Q1	$32.7K	Hold	1,304	–	–	﹤0.01%	228
2024 Q4	$36.3K	Hold	1,304	–	–	0.01%	221
2024 Q3	$34K	Sell	1,304 -492	-27%	-$12.4K	﹤0.01%	227
2024 Q2	$45.3K	Buy	1,796 +492	+38%	+$11.6K	0.01%	189
2024 Q1	$30.2K	Hold	1,304	–	–	﹤0.01%	210
2023 Q4	$27K	Hold	1,304	–	–	﹤0.01%	228
2023 Q3	$23.7K	Hold	1,304	–	–	0.01%	246
2023 Q2	$24.4K	Buy	+1,304	New	+$22.4K	0.01%	233

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 1,304 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Moisand Fitzgerald Tamayo first reported a position in SCHG in Q2 2023 and has held it in 13 quarters since. The position peaked at $45.3K in Q2 2024. 498 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Moisand Fitzgerald Tamayo held 1,304 shares of Schwab US Large-Cap Growth ETF worth $44.1K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #220 holding.
Moisand Fitzgerald Tamayo first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Moisand Fitzgerald Tamayo's Schwab US Large-Cap Growth ETF position peaked at $45.3K in Q2 2024.
498 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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