MFT
Moisand Fitzgerald Tamayo’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Sell |
183,863
-33,320
| -15% | -$705K | 0.49% | 23 |
|
|
2025
Q1 | $4.67M | Sell |
217,183
-4,353
| -2% | -$93.6K | 0.65% | 21 |
|
|
2024
Q4 | $4.67M | Sell |
221,536
-11,203
| -5% | -$236K | 0.66% | 21 |
|
|
2024
Q3 | $5.39M | Sell |
232,739
-8,009
| -3% | -$186K | 0.74% | 20 |
|
|
2024
Q2 | $4.81M | Sell |
240,748
-1,003,941
| -81% | -$20M | 0.72% | 19 |
|
|
2024
Q1 | $25.3M | Buy |
1,244,689
+106,505
| +9% | +$2.16M | 3.86% | 10 |
|
|
2023
Q4 | $23.6M | Buy |
1,138,184
+201,549
| +22% | +$4.17M | 4.08% | 9 |
|
|
2023
Q3 | $16.6M | Buy |
936,635
+27,063
| +3% | +$480K | 3.51% | 9 |
|
|
2023
Q2 | $17.8M | Buy |
909,572
+59,959
| +7% | +$1.17M | 3.63% | 9 |
|
|
2023
Q1 | $16.6M | Buy |
849,613
+34,987
| +4% | +$682K | 3.54% | 8 |
|
|
2022
Q4 | $15.7M | Buy |
814,626
+40,577
| +5% | +$783K | 3.58% | 8 |
|
|
2022
Q3 | $14.5M | Buy |
774,049
+33,966
| +5% | +$635K | 3.97% | 8 |
|
|
2022
Q2 | $15.6M | Buy |
740,083
+298,954
| +68% | +$6.3M | 4.2% | 7 |
|
|
2022
Q1 | $11M | Buy |
441,129
+83,499
| +23% | +$2.08M | 4.99% | 4 |
|
|
2021
Q4 | $18.8M | Sell |
357,630
-4,586
| -1% | -$242K | 5.31% | 4 |
|
|
2021
Q3 | $16.5M | Buy |
362,216
+760
| +0.2% | +$34.7K | 5.56% | 5 |
|
|
2021
Q2 | $16.6M | Buy |
361,456
+10,527
| +3% | +$482K | 6.01% | 5 |
|
|
2021
Q1 | $14.4M | Buy |
350,929
+22,404
| +7% | +$921K | 6.23% | 5 |
|
|
2020
Q4 | $12.5M | Buy |
328,525
+18,900
| +6% | +$718K | 5.62% | 6 |
|
|
2020
Q3 | $11M | Buy |
309,625
+26,023
| +9% | +$920K | 5.67% | 6 |
|
|
2020
Q2 | $9.99M | Buy |
283,602
+20,370
| +8% | +$717K | 5.5% | 6 |
|
|
2020
Q1 | $8.62M | Buy |
263,232
+32,088
| +14% | +$1.05M | 5.62% | 6 |
|
|
2019
Q4 | $10.6M | Sell |
231,144
-412
| -0.2% | -$18.9K | 5.48% | 6 |
|
|
2019
Q3 | $10.9M | Buy |
231,556
+238
| +0.1% | +$11.2K | 5.91% | 4 |
|
|
2019
Q2 | $10.3M | Buy |
231,318
+5,937
| +3% | +$264K | 5.6% | 5 |
|
|
2019
Q1 | $10M | Buy |
225,381
+1,525
| +0.7% | +$67.8K | 5.56% | 5 |
|
|
2018
Q4 | $8.62M | Buy |
223,856
+1,106
| +0.5% | +$42.6K | 5.4% | 5 |
|
|
2018
Q3 | $9.3M | Buy |
222,750
+585
| +0.3% | +$24.4K | 5.17% | 5 |
|
|
2018
Q2 | $9.28M | Buy |
222,165
+3,644
| +2% | +$152K | 5.4% | 4 |
|
|
2018
Q1 | $8.36M | Buy |
218,521
+14,237
| +7% | +$545K | 4.96% | 5 |
|
|
2017
Q4 | $8.5M | Buy |
204,284
+14,617
| +8% | +$608K | 4.93% | 4 |
|
|
2017
Q3 | $7.8M | Buy |
189,667
+4,555
| +2% | +$187K | 4.75% | 5 |
|
|
2017
Q2 | $7.63M | Buy |
185,112
+7,641
| +4% | +$315K | 5.19% | 5 |
|
|
2017
Q1 | $7.24M | Buy |
177,471
+15,284
| +9% | +$623K | 5.1% | 5 |
|
|
2016
Q4 | $6.66M | Buy |
162,187
+4,356
| +3% | +$179K | 4.94% | 5 |
|
|
2016
Q3 | $6.73M | Buy |
157,831
+1,903
| +1% | +$81.2K | 5.11% | 5 |
|
|
2016
Q2 | $6.77M | Buy |
155,928
+843
| +0.5% | +$36.6K | 5.53% | 4 |
|
|
2016
Q1 | $6.42M | Buy |
155,085
+3,538
| +2% | +$146K | 5.19% | 5 |
|
|
2015
Q4 | $6.01M | Buy |
+151,547
| New | +$6.01M | 5.16% | 4 |
|