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Moisand Fitzgerald Tamayo’s Schwab US REIT ETF SCHH Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.98M Sell
167,885
-2,442
-1% -$56.9K 0.39% 26
2026
Q1 		$3.66M Sell
170,327
-2,489
-1% -$54.6K 0.39% 26
2025
Q4 		$3.61M Sell
172,816
-2,894
-2% -$61.4K 0.41% 26
2025
Q3 		$3.79M Sell
175,710
-8,153
-4% -$174K 0.45% 25
2025
Q2 		$3.89M Sell
183,863
-33,320
-15% -$698K 0.49% 23
2025
Q1 		$4.67M Sell
217,183
-4,353
-2% -$93K 0.65% 21
2024
Q4 		$4.67M Sell
221,536
-11,203
-5% -$250K 0.66% 21
2024
Q3 		$5.39M Sell
232,739
-8,009
-3% -$175K 0.74% 20
2024
Q2 		$4.81M Sell
240,748
-1,003,941
-81% -$19.6M 0.72% 19
2024
Q1 		$25.3M Buy
1,244,689
+106,505
+9% +$2.14M 3.86% 10
2023
Q4 		$23.6M Buy
1,138,184
+201,549
+22% +$3.75M 4.08% 9
2023
Q3 		$16.6M Buy
936,635
+27,063
+3% +$521K 3.51% 9
2023
Q2 		$17.8M Buy
909,572
+59,959
+7% +$1.15M 3.63% 9
2023
Q1 		$16.6M Buy
849,613
+34,987
+4% +$701K 3.54% 8
2022
Q4 		$15.7M Buy
814,626
+40,577
+5% +$781K 3.58% 8
2022
Q3 		$14.5M Buy
774,049
+33,966
+5% +$735K 3.97% 8
2022
Q2 		$15.6M Buy
740,083
+298,954
+68% +$6.88M 4.2% 7
2022
Q1 		$11M Sell
441,129
-274,131
-38% -$6.62M 4.99% 4
2021
Q4 		$18.8M Sell
715,260
-9,172
-1% -$226K 5.31% 4
2021
Q3 		$16.5M Buy
724,432
+1,520
+0.2% +$36.2K 5.56% 5
2021
Q2 		$16.6M Buy
722,912
+21,054
+3% +$468K 6.01% 5
2021
Q1 		$14.4M Buy
701,858
+44,808
+7% +$876K 6.23% 5
2020
Q4 		$12.5M Buy
657,050
+37,800
+6% +$699K 5.62% 6
2020
Q3 		$11M Buy
619,250
+52,046
+9% +$937K 5.67% 6
2020
Q2 		$9.99M Buy
567,204
+40,740
+8% +$707K 5.5% 6
2020
Q1 		$8.62M Buy
526,464
+64,176
+14% +$1.37M 5.62% 6
2019
Q4 		$10.6M Sell
462,288
-824
-0.2% -$19.2K 5.48% 6
2019
Q3 		$10.9M Buy
463,112
+476
+0.1% +$10.9K 5.91% 4
2019
Q2 		$10.3M Buy
462,636
+11,874
+3% +$265K 5.6% 5
2019
Q1 		$10M Buy
450,762
+3,050
+0.7% +$64.7K 5.56% 5
2018
Q4 		$8.62M Buy
447,712
+2,212
+0.5% +$45.2K 5.4% 5
2018
Q3 		$9.29M Buy
445,500
+1,170
+0.3% +$24.7K 5.17% 5
2018
Q2 		$9.28M Buy
444,330
+7,288
+2% +$144K 5.4% 4
2018
Q1 		$8.36M Buy
437,042
+28,474
+7% +$549K 4.96% 5
2017
Q4 		$8.5M Buy
408,568
+29,234
+8% +$608K 4.93% 4
2017
Q3 		$7.8M Buy
379,334
+9,110
+2% +$188K 4.75% 5
2017
Q2 		$7.63M Buy
370,224
+15,282
+4% +$314K 5.19% 5
2017
Q1 		$7.24M Buy
354,942
+30,568
+9% +$626K 5.1% 5
2016
Q4 		$6.66M Buy
324,374
+8,712
+3% +$175K 4.94% 5
2016
Q3 		$6.73M Buy
315,662
+3,806
+1% +$83.4K 5.11% 5
2016
Q2 		$6.77M Buy
311,856
+1,686
+0.5% +$34.8K 5.53% 4
2016
Q1 		$6.42M Buy
310,170
+7,076
+2% +$136K 5.19% 5
2015
Q4 		$6.01M Buy
+303,094
New +$5.92M 5.16% 4

Other funds holding SCHH

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $184M AUM 16.04% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo reduced its Schwab US REIT ETF (SCHH) stake by 1.4% in Q2 2026, selling an estimated $56.9K and leaving 167,885 shares worth $3.98M. The position accounts for 0.39% of the portfolio, ranked #26.

Moisand Fitzgerald Tamayo first reported a position in SCHH in Q4 2015 and has held it in 43 quarters since. The position peaked at $25.3M in Q1 2024. 176 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 167,885 shares of Schwab US REIT ETF worth $3.98M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 2,442 Schwab US REIT ETF shares in Q2 2026, an estimated $56.9K.
  • Schwab US REIT ETF made up 0.39% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #26 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Schwab US REIT ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's Schwab US REIT ETF position peaked at $25.3M in Q1 2024.
  • 176 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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