Moisand Fitzgerald Tamayo’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$98.5M	Buy	4,082,346 +161,415	+4%	+$3.9M	9.62%	4
2026 Q1	$95.2M	Buy	3,920,931 +250,417	+7%	+$6.1M	10.23%	4
2025 Q4	$89.5M	Buy	3,670,514 +229,449	+7%	+$5.59M	10.1%	3
2025 Q3	$84M	Buy	3,441,065 +195,869	+6%	+$4.77M	9.89%	3
2025 Q2	$79.1M	Buy	3,245,196 +1,158,797	+56%	+$28.2M	10.01%	3
2025 Q1	$50.8M	Buy	2,086,399 +537,559	+35%	+$13M	7.03%	6
2024 Q4	$37.3M	Buy	1,548,840 +58,260	+4%	+$1.41M	5.27%	6
2024 Q3	$36.5M	Buy	1,490,580 +67,970	+5%	+$1.65M	5.01%	6
2024 Q2	$34.2M	Buy	1,422,610 +139,060	+11%	+$3.34M	5.13%	6
2024 Q1	$30.9M	Buy	1,283,550 +362,820	+39%	+$8.76M	4.73%	6
2023 Q4	$22.3M	Buy	920,730 +552,714	+150%	+$13.3M	3.86%	10
2023 Q3	$8.81M	Sell	368,016 -3,240	-0.9%	-$77.7K	1.86%	15
2023 Q2	$8.92M	Buy	371,256 +2,106	+0.6%	+$51.1K	1.82%	14
2023 Q1	$9.01M	Buy	369,150 +23,992	+7%	+$581K	1.92%	14
2022 Q4	$8.33M	Buy	345,158 +30,578	+10%	+$737K	1.9%	14
2022 Q3	$7.59M	Sell	314,580 -19,066	-6%	-$466K	2.08%	14
2022 Q2	$8.21M	Buy	333,646 +115,100	+53%	+$2.84M	2.21%	14
2022 Q1	$5.41M	Sell	218,546 -84,918	-28%	-$2.13M	2.46%	12
2021 Q4	$7.72M	Buy	303,464 +3,456	+1%	+$88.1K	2.17%	14
2021 Q3	$7.68M	Buy	300,008 +4,168	+1%	+$107K	2.58%	13
2021 Q2	$7.58M	Buy	295,840 +9,438	+3%	+$242K	2.75%	11
2021 Q1	$7.35M	Buy	286,402 +894	+0.3%	+$23K	3.17%	9
2020 Q4	$7.34M	Buy	285,508 +27,124	+10%	+$697K	3.31%	9
2020 Q3	$6.65M	Buy	258,384 +26,978	+12%	+$695K	3.44%	8
2020 Q2	$5.97M	Buy	231,406 +34,912	+18%	+$902K	3.29%	10
2020 Q1	$5.08M	Sell	196,494 -67,096	-25%	-$1.71M	3.31%	10
2019 Q4	$6.65M	Buy	263,590 +8,004	+3%	+$202K	3.43%	9
2019 Q3	$6.46M	Buy	255,586 +10,752	+4%	+$272K	3.5%	9
2019 Q2	$6.19M	Buy	244,834 +8,818	+4%	+$222K	3.37%	10
2019 Q1	$5.92M	Sell	236,016 -4,690	-2%	-$117K	3.29%	10
2018 Q4	$6.01M	Sell	240,706 -31,356	-12%	-$778K	3.76%	8
2018 Q3	$6.74M	Buy	272,062 +12,522	+5%	+$311K	3.75%	7
2018 Q2	$6.46M	Buy	259,540 +3,170	+1%	+$78.7K	3.75%	7
2018 Q1	$6.39M	Buy	256,370 +13,576	+6%	+$338K	3.79%	7
2017 Q4	$6.07M	Buy	242,794 +40,776	+20%	+$1.02M	3.52%	7
2017 Q3	$5.09M	Buy	202,018 +6,894	+4%	+$174K	3.1%	9
2017 Q2	$4.92M	Buy	195,124 +11,592	+6%	+$293K	3.35%	9
2017 Q1	$4.63M	Buy	183,532 +44,116	+32%	+$1.11M	3.26%	10
2016 Q4	$3.52M	Buy	139,416 +9,524	+7%	+$241K	2.61%	12
2016 Q3	$3.3M	Buy	129,892 +11,012	+9%	+$280K	2.51%	13
2016 Q2	$3.03M	Buy	118,880 +15,946	+15%	+$405K	2.47%	13
2016 Q1	$2.62M	Buy	102,934 +14,906	+17%	+$378K	2.12%	15
2015 Q4	$2.22M	Buy	+88,028	New	+$2.23M	1.91%	16