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

Moisand Fitzgerald Tamayo’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.32M Sell
78,837
-542
-0.7% -$15.5K 0.23% 38
2026
Q1 		$2.04M Sell
79,379
-1,225
-2% -$32.9K 0.22% 39
2025
Q4 		$2.17M Sell
80,604
-1,334
-2% -$35.6K 0.24% 37
2025
Q3 		$2.16M Sell
81,938
-1,651
-2% -$41.9K 0.25% 37
2025
Q2 		$2.04M Buy
83,589
+283
+0.3% +$6.4K 0.26% 36
2025
Q1 		$1.84M Sell
83,306
-2,033
-2% -$47.3K 0.25% 35
2024
Q4 		$1.98M Sell
85,339
-1,904
-2% -$44.4K 0.28% 37
2024
Q3 		$1.97M Sell
87,243
-1,335
-2% -$29.1K 0.27% 37
2024
Q2 		$1.9M Buy
88,578
+723
+0.8% +$14.9K 0.28% 37
2024
Q1 		$1.82M Sell
87,855
-2,067
-2% -$40.7K 0.28% 36
2023
Q4 		$1.69M Sell
89,922
-7,398
-8% -$130K 0.29% 39
2023
Q3 		$1.64M Buy
97,320
+6,726
+7% +$118K 0.35% 37
2023
Q2 		$1.58M Sell
90,594
-1,509
-2% -$24.9K 0.32% 36
2023
Q1 		$1.49M Sell
92,103
-1,053
-1% -$16.6K 0.32% 37
2022
Q4 		$1.4M Buy
93,156
+23,028
+33% +$349K 0.32% 38
2022
Q3 		$990K Sell
70,128
-3,717
-5% -$58.3K 0.27% 44
2022
Q2 		$1.1M Buy
73,845
+10,161
+16% +$165K 0.3% 41
2022
Q1 		$1.14M Sell
63,684
-18,132
-22% -$321K 0.52% 34
2021
Q4 		$1.55M Sell
81,816
-3,768
-4% -$69.6K 0.44% 37
2021
Q3 		$1.48M Sell
85,584
-7,908
-8% -$141K 0.5% 35
2021
Q2 		$1.62M Sell
93,492
-156
-0.2% -$2.63K 0.59% 30
2021
Q1 		$1.5M Sell
93,648
-4,104
-4% -$64.3K 0.65% 28
2020
Q4 		$1.48M Sell
97,752
-1,632
-2% -$23.4K 0.67% 29
2020
Q3 		$1.34M Sell
99,384
-4,404
-4% -$58.5K 0.69% 28
2020
Q2 		$1.28M Sell
103,788
-3,654
-3% -$42.6K 0.71% 28
2020
Q1 		$1.1M Sell
107,442
-5,340
-5% -$64.9K 0.72% 27
2019
Q4 		$1.44M Sell
112,782
-1,590
-1% -$19.5K 0.75% 25
2019
Q3 		$1.35M Sell
114,372
-1,854
-2% -$21.8K 0.73% 24
2019
Q2 		$1.36M Sell
116,226
-2,358
-2% -$27.1K 0.74% 25
2019
Q1 		$1.34M Sell
118,584
-9,906
-8% -$107K 0.74% 26
2018
Q4 		$1.28M Buy
128,490
+12,624
+11% +$135K 0.8% 24
2018
Q3 		$1.34M Sell
115,866
-1,104
-0.9% -$12.6K 0.75% 26
2018
Q2 		$1.27M Sell
116,970
-486
-0.4% -$5.24K 0.74% 25
2018
Q1 		$1.24M Sell
117,456
-7,068
-6% -$76.9K 0.73% 25
2017
Q4 		$1.32M Sell
124,524
-14,388
-10% -$149K 0.77% 25
2017
Q3 		$1.39M Sell
138,912
-4,812
-3% -$47.2K 0.85% 25
2017
Q2 		$1.38M Sell
143,724
-4,932
-3% -$47K 0.94% 25
2017
Q1 		$1.39M Sell
148,656
-19,278
-11% -$178K 0.98% 25
2016
Q4 		$1.49M Buy
167,934
+3,732
+2% +$32.4K 1.11% 24
2016
Q3 		$1.41M Sell
164,202
-7,296
-4% -$62.6K 1.07% 25
2016
Q2 		$1.42M Sell
171,498
-6,282
-4% -$51.6K 1.16% 23
2016
Q1 		$1.45M Sell
177,780
-12,126
-6% -$93.6K 1.17% 23
2015
Q4 		$1.54M Buy
+189,906
New +$1.55M 1.32% 24

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.68% in Q2 2026, selling an estimated $15.5K and leaving 78,837 shares worth $2.32M. The position accounts for 0.23% of the portfolio, ranked #38.

Moisand Fitzgerald Tamayo first reported a position in SCHX in Q4 2015 and has held it in 43 quarters since. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 78,837 shares of Schwab US Large- Cap ETF worth $2.32M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 542 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $15.5K.
  • Schwab US Large- Cap ETF made up 0.23% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #38 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • 468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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