MFT
SCHV

Moisand Fitzgerald Tamayo’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Sell
59,923
-589
-1% -$19.4K 0.2% 41
2026
Q1 		$1.85M Sell
60,512
-1,743
-3% -$54.3K 0.2% 41
2025
Q4 		$1.84M Sell
62,255
-158
-0.3% -$4.62K 0.21% 41
2025
Q3 		$1.82M Sell
62,413
-729
-1% -$20.7K 0.21% 41
2025
Q2 		$1.75M Sell
63,142
-1,204
-2% -$31.6K 0.22% 40
2025
Q1 		$1.71M Sell
64,346
-3,744
-5% -$100K 0.24% 39
2024
Q4 		$1.78M Sell
68,090
-3,577
-5% -$96.6K 0.25% 40
2024
Q3 		$1.92M Sell
71,667
-9,591
-12% -$246K 0.26% 39
2024
Q2 		$2.01M Sell
81,258
-4,275
-5% -$106K 0.3% 35
2024
Q1 		$2.17M Sell
85,533
-5,853
-6% -$140K 0.33% 33
2023
Q4 		$2.14M Sell
91,386
-16,641
-15% -$364K 0.37% 34
2023
Q3 		$2.32M Sell
108,027
-21,009
-16% -$472K 0.49% 30
2023
Q2 		$2.89M Sell
129,036
-16,092
-11% -$351K 0.59% 27
2023
Q1 		$3.17M Sell
145,128
-9,069
-6% -$202K 0.68% 26
2022
Q4 		$3.39M Sell
154,197
-24,435
-14% -$529K 0.77% 23
2022
Q3 		$3.48M Sell
178,632
-13,266
-7% -$286K 0.96% 20
2022
Q2 		$3.99M Buy
191,898
+72,555
+61% +$1.63M 1.07% 21
2022
Q1 		$2.84M Sell
119,343
-160,830
-57% -$3.81M 1.29% 20
2021
Q4 		$6.84M Sell
280,173
-100,131
-26% -$2.37M 1.93% 16
2021
Q3 		$8.55M Sell
380,304
-8,808
-2% -$204K 2.88% 10
2021
Q2 		$8.87M Buy
389,112
+7,311
+2% +$166K 3.22% 9
2021
Q1 		$8.31M Sell
381,801
-72,291
-16% -$1.51M 3.59% 7
2020
Q4 		$9.01M Sell
454,092
-18,366
-4% -$343K 4.06% 7
2020
Q3 		$8.22M Buy
472,458
+25,983
+6% +$454K 4.25% 7
2020
Q2 		$7.46M Sell
446,475
-5,574
-1% -$91K 4.11% 7
2020
Q1 		$6.67M Buy
452,049
+51,030
+13% +$936K 4.35% 7
2019
Q4 		$8.04M Sell
401,019
-18,096
-4% -$351K 4.15% 7
2019
Q3 		$7.92M Sell
419,115
-9,201
-2% -$172K 4.29% 7
2019
Q2 		$8.02M Buy
428,316
+96
+0% +$1.77K 4.37% 7
2019
Q1 		$7.81M Buy
428,220
+18,240
+4% +$324K 4.34% 7
2018
Q4 		$6.74M Buy
409,980
+71,133
+21% +$1.26M 4.22% 7
2018
Q3 		$6.33M Buy
338,847
+8,256
+2% +$153K 3.53% 9
2018
Q2 		$5.85M Buy
330,591
+14,262
+5% +$254K 3.4% 10
2018
Q1 		$5.57M Buy
316,329
+2,331
+0.7% +$42.7K 3.31% 10
2017
Q4 		$5.72M Buy
313,998
+6,135
+2% +$109K 3.32% 10
2017
Q3 		$5.32M Buy
307,863
+4,350
+1% +$73.6K 3.24% 8
2017
Q2 		$5.08M Buy
303,513
+9,225
+3% +$153K 3.46% 8
2017
Q1 		$4.87M Sell
294,288
-20,823
-7% -$342K 3.43% 8
2016
Q4 		$5.05M Sell
315,111
-11,628
-4% -$180K 3.75% 8
2016
Q3 		$4.96M Buy
326,739
+2,673
+0.8% +$40.8K 3.77% 8
2016
Q2 		$4.84M Buy
324,066
+2,511
+0.8% +$36.8K 3.95% 8
2016
Q1 		$4.63M Buy
321,555
+50,463
+19% +$691K 3.75% 8
2015
Q4 		$3.83M Buy
+271,092
New +$3.85M 3.29% 9

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 0.97% in Q2 2026, selling an estimated $19.4K and leaving 59,923 shares worth $2.09M. The position accounts for 0.2% of the portfolio, ranked #41.

Moisand Fitzgerald Tamayo first reported a position in SCHV in Q4 2015 and has held it in 43 quarters since. The position peaked at $9.01M in Q4 2020. 283 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 59,923 shares of Schwab US Large-Cap Value ETF worth $2.09M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 589 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $19.4K.
  • Schwab US Large-Cap Value ETF made up 0.2% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #41 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Schwab US Large-Cap Value ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's Schwab US Large-Cap Value ETF position peaked at $9.01M in Q4 2020.
  • 283 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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