MFT
SCHR

Moisand Fitzgerald Tamayo’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$100M Buy
4,074,314
+177,214
+5% +$4.38M 9.81% 3
2026
Q1 		$97.1M Buy
3,897,100
+240,942
+7% +$6.04M 10.43% 3
2025
Q4 		$91.7M Buy
3,656,158
+203,477
+6% +$5.12M 10.35% 2
2025
Q3 		$86.8M Buy
3,452,681
+196,578
+6% +$4.91M 10.22% 2
2025
Q2 		$81.5M Buy
3,256,103
+1,120,524
+52% +$27.8M 10.31% 2
2025
Q1 		$53.1M Buy
2,135,579
+547,537
+34% +$13.4M 7.35% 4
2024
Q4 		$38.6M Buy
1,588,042
+60,708
+4% +$1.49M 5.45% 5
2024
Q3 		$38.6M Buy
1,527,334
+36,466
+2% +$911K 5.3% 5
2024
Q2 		$36.4M Buy
1,490,868
+97,212
+7% +$2.35M 5.44% 5
2024
Q1 		$34.2M Buy
1,393,656
+116,058
+9% +$2.85M 5.23% 5
2023
Q4 		$31.8M Buy
1,277,598
+215,688
+20% +$5.21M 5.49% 5
2023
Q3 		$25.5M Buy
1,061,910
+12,158
+1% +$296K 5.37% 4
2023
Q2 		$25.9M Buy
1,049,752
+44,090
+4% +$1.1M 5.29% 4
2023
Q1 		$25.4M Buy
1,005,662
+83,778
+9% +$2.09M 5.41% 4
2022
Q4 		$22.7M Buy
921,884
+95,232
+12% +$2.34M 5.17% 5
2022
Q3 		$20.3M Buy
826,652
+880
+0.1% +$22.5K 5.57% 3
2022
Q2 		$21.3M Buy
825,772
+633,476
+329% +$16.4M 5.73% 3
2022
Q1 		$5.12M Sell
192,296
-94,978
-33% -$2.59M 2.33% 14
2021
Q4 		$8.06M Buy
287,274
+7,560
+3% +$213K 2.27% 12
2021
Q3 		$7.93M Buy
279,714
+566
+0.2% +$16.2K 2.67% 11
2021
Q2 		$7.94M Buy
279,148
+9,544
+4% +$271K 2.88% 10
2021
Q1 		$7.6M Buy
269,604
+24,260
+10% +$696K 3.28% 8
2020
Q4 		$7.14M Buy
245,344
+24,392
+11% +$711K 3.22% 10
2020
Q3 		$6.48M Buy
220,952
+15,538
+8% +$456K 3.35% 10
2020
Q2 		$6.04M Buy
205,414
+18,528
+10% +$543K 3.32% 9
2020
Q1 		$5.49M Sell
186,886
-39,696
-18% -$1.12M 3.58% 8
2019
Q4 		$6.22M Buy
226,582
+2,410
+1% +$66.6K 3.21% 11
2019
Q3 		$6.23M Buy
224,172
+3,112
+1% +$86.1K 3.37% 10
2019
Q2 		$6.08M Buy
221,060
+2,228
+1% +$60.1K 3.31% 11
2019
Q1 		$5.88M Sell
218,832
-4,560
-2% -$121K 3.27% 11
2018
Q4 		$5.91M Sell
223,392
-27,776
-11% -$721K 3.7% 9
2018
Q3 		$6.5M Buy
251,168
+12,806
+5% +$334K 3.62% 8
2018
Q2 		$6.24M Buy
238,362
+4,108
+2% +$107K 3.63% 8
2018
Q1 		$6.16M Buy
234,254
+16,970
+8% +$446K 3.66% 8
2017
Q4 		$5.79M Buy
217,284
+34,132
+19% +$915K 3.36% 9
2017
Q3 		$4.94M Buy
183,152
+3,696
+2% +$100K 3.01% 11
2017
Q2 		$4.84M Buy
179,456
+4,876
+3% +$132K 3.3% 10
2017
Q1 		$4.68M Buy
174,580
+33,202
+23% +$888K 3.3% 9
2016
Q4 		$3.77M Buy
141,378
+9,368
+7% +$254K 2.8% 11
2016
Q3 		$3.67M Buy
132,010
+10,110
+8% +$281K 2.78% 11
2016
Q2 		$3.41M Buy
121,900
+12,432
+11% +$343K 2.78% 11
2016
Q1 		$3.02M Buy
109,468
+17,140
+19% +$469K 2.45% 11
2015
Q4 		$2.47M Buy
+92,328
New +$2.49M 2.12% 14

Other funds holding SCHR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 4.5% in Q2 2026, buying an estimated $4.38M and bringing the position to 4,074,314 shares worth $100M. The position accounts for 9.81% of the portfolio, ranked #3.

Moisand Fitzgerald Tamayo first reported a position in SCHR in Q4 2015 and has held it in 43 quarters since. 221 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 4,074,314 shares of Schwab Intermediately-Term US Treasury ETF worth $100M as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 177,214 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $4.38M.
  • Schwab Intermediately-Term US Treasury ETF made up 9.81% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #3 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2015 and has held it in 43 quarters since.
  • 221 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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