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Moisand Fitzgerald Tamayo’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.58M Sell
259,931
-4,518
-2% -$155K 0.94% 16
2026
Q1 		$8.19M Sell
264,449
-5,231
-2% -$167K 0.88% 16
2025
Q4 		$8.11M Sell
269,680
-2,161
-0.8% -$64.4K 0.92% 16
2025
Q3 		$8.06M Sell
271,841
-4,612
-2% -$134K 0.95% 16
2025
Q2 		$7.75M Sell
276,453
-10,336
-4% -$273K 0.98% 16
2025
Q1 		$7.51M Sell
286,789
-3,089
-1% -$86K 1.04% 18
2024
Q4 		$8.03M Sell
289,878
-17,922
-6% -$511K 1.14% 17
2024
Q3 		$8.53M Sell
307,800
-867,360
-74% -$23.1M 1.17% 18
2024
Q2 		$30.5M Buy
1,175,160
+41,889
+4% +$1.1M 4.57% 7
2024
Q1 		$30.8M Buy
1,133,271
+56,664
+5% +$1.45M 4.7% 7
2023
Q4 		$27M Buy
1,076,607
+153,648
+17% +$3.52M 4.67% 6
2023
Q3 		$20.8M Sell
922,959
-3,708
-0.4% -$87.8K 4.39% 7
2023
Q2 		$21.9M Buy
926,667
+26,637
+3% +$600K 4.48% 6
2023
Q1 		$20.4M Buy
900,030
+7,230
+0.8% +$167K 4.35% 7
2022
Q4 		$19.5M Buy
892,800
+20,946
+2% +$459K 4.45% 6
2022
Q3 		$17.6M Buy
871,854
+30,774
+4% +$687K 4.82% 5
2022
Q2 		$17.6M Buy
841,080
+360,030
+75% +$8.31M 4.73% 4
2022
Q1 		$12.2M Sell
481,050
-303,750
-39% -$7.61M 5.53% 2
2021
Q4 		$21M Buy
784,800
+14,982
+2% +$400K 5.93% 2
2021
Q3 		$19.7M Buy
769,818
+13,035
+2% +$341K 6.61% 2
2021
Q2 		$19.7M Buy
756,783
+22,389
+3% +$578K 7.17% 2
2021
Q1 		$18.2M Sell
734,394
-28,308
-4% -$687K 7.87% 2
2020
Q4 		$17.3M Sell
762,702
-906
-0.1% -$18.9K 7.81% 2
2020
Q3 		$14.1M Buy
763,608
+5,130
+0.7% +$95K 7.31% 2
2020
Q2 		$13.3M Sell
758,478
-12,369
-2% -$202K 7.33% 2
2020
Q1 		$10.8M Buy
770,847
+55,821
+8% +$1.02M 7.07% 3
2019
Q4 		$14.3M Buy
715,026
+6,606
+0.9% +$128K 7.4% 3
2019
Q3 		$13.4M Buy
708,420
+2,016
+0.3% +$38.1K 7.23% 3
2019
Q2 		$13.4M Buy
706,404
+16,794
+2% +$314K 7.32% 3
2019
Q1 		$12.7M Buy
689,610
+10,782
+2% +$193K 7.07% 3
2018
Q4 		$10.8M Buy
678,828
+18,363
+3% +$321K 6.79% 3
2018
Q3 		$12.7M Sell
660,465
-879
-0.1% -$16.7K 7.09% 3
2018
Q2 		$12.1M Buy
661,344
+8,481
+1% +$153K 7.04% 3
2018
Q1 		$11.5M Buy
652,863
+9,171
+1% +$165K 6.83% 3
2017
Q4 		$11.4M Sell
643,692
-21,543
-3% -$372K 6.63% 3
2017
Q3 		$11.1M Buy
665,235
+17,091
+3% +$278K 6.77% 3
2017
Q2 		$10.4M Buy
648,144
+15,114
+2% +$240K 7.09% 3
2017
Q1 		$9.99M Buy
633,030
+6,333
+1% +$98.7K 7.04% 3
2016
Q4 		$9.43M Buy
626,697
+834
+0.1% +$12.2K 7% 3
2016
Q3 		$9.08M Buy
625,863
+42,474
+7% +$614K 6.89% 3
2016
Q2 		$8.17M Buy
583,389
+5,739
+1% +$79.1K 6.67% 3
2016
Q1 		$7.82M Buy
577,650
+70,824
+14% +$894K 6.32% 3
2015
Q4 		$6.77M Buy
+506,826
New +$6.88M 5.81% 3

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q2 2026, selling an estimated $155K and leaving 259,931 shares worth $9.58M. The position accounts for 0.94% of the portfolio, ranked #16.

Moisand Fitzgerald Tamayo first reported a position in SCHM in Q4 2015 and has held it in 43 quarters since. The position peaked at $30.8M in Q1 2024. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 259,931 shares of Schwab US Mid-Cap ETF worth $9.58M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 4,518 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $155K.
  • Schwab US Mid-Cap ETF made up 0.94% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #16 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's Schwab US Mid-Cap ETF position peaked at $30.8M in Q1 2024.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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