MFT
Moisand Fitzgerald Tamayo’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
83,589
+283
| +0.3% | +$6.92K | 0.26% | 36 |
|
|
2025
Q1 | $1.84M | Sell |
83,306
-2,033
| -2% | -$44.9K | 0.25% | 35 |
|
|
2024
Q4 | $1.98M | Buy |
85,339
+56,258
| +193% | +$1.3M | 0.28% | 37 |
|
|
2024
Q3 | $1.97M | Sell |
29,081
-445
| -2% | -$30.2K | 0.27% | 37 |
|
|
2024
Q2 | $1.9M | Buy |
29,526
+241
| +0.8% | +$15.5K | 0.28% | 37 |
|
|
2024
Q1 | $1.82M | Sell |
29,285
-689
| -2% | -$42.8K | 0.28% | 36 |
|
|
2023
Q4 | $1.69M | Sell |
29,974
-2,466
| -8% | -$139K | 0.29% | 39 |
|
|
2023
Q3 | $1.64M | Buy |
32,440
+2,242
| +7% | +$113K | 0.35% | 37 |
|
|
2023
Q2 | $1.58M | Sell |
30,198
-503
| -2% | -$26.3K | 0.32% | 36 |
|
|
2023
Q1 | $1.49M | Sell |
30,701
-351
| -1% | -$17K | 0.32% | 37 |
|
|
2022
Q4 | $1.4M | Buy |
31,052
+7,676
| +33% | +$347K | 0.32% | 38 |
|
|
2022
Q3 | $990K | Sell |
23,376
-1,239
| -5% | -$52.5K | 0.27% | 44 |
|
|
2022
Q2 | $1.1M | Buy |
24,615
+3,387
| +16% | +$151K | 0.3% | 41 |
|
|
2022
Q1 | $1.14M | Buy |
21,228
+7,592
| +56% | +$409K | 0.52% | 34 |
|
|
2021
Q4 | $1.55M | Sell |
13,636
-628
| -4% | -$71.5K | 0.44% | 37 |
|
|
2021
Q3 | $1.48M | Sell |
14,264
-1,318
| -8% | -$137K | 0.5% | 35 |
|
|
2021
Q2 | $1.62M | Sell |
15,582
-26
| -0.2% | -$2.7K | 0.59% | 30 |
|
|
2021
Q1 | $1.5M | Sell |
15,608
-684
| -4% | -$65.7K | 0.65% | 28 |
|
|
2020
Q4 | $1.48M | Sell |
16,292
-272
| -2% | -$24.7K | 0.67% | 29 |
|
|
2020
Q3 | $1.34M | Sell |
16,564
-734
| -4% | -$59.2K | 0.69% | 28 |
|
|
2020
Q2 | $1.28M | Sell |
17,298
-609
| -3% | -$45.1K | 0.71% | 28 |
|
|
2020
Q1 | $1.1M | Sell |
17,907
-890
| -5% | -$54.5K | 0.72% | 27 |
|
|
2019
Q4 | $1.44M | Sell |
18,797
-265
| -1% | -$20.4K | 0.75% | 25 |
|
|
2019
Q3 | $1.35M | Sell |
19,062
-309
| -2% | -$21.9K | 0.73% | 24 |
|
|
2019
Q2 | $1.36M | Sell |
19,371
-393
| -2% | -$27.6K | 0.74% | 25 |
|
|
2019
Q1 | $1.34M | Sell |
19,764
-1,651
| -8% | -$112K | 0.74% | 26 |
|
|
2018
Q4 | $1.28M | Buy |
21,415
+2,104
| +11% | +$126K | 0.8% | 24 |
|
|
2018
Q3 | $1.34M | Sell |
19,311
-184
| -0.9% | -$12.8K | 0.75% | 26 |
|
|
2018
Q2 | $1.27M | Sell |
19,495
-81
| -0.4% | -$5.26K | 0.74% | 25 |
|
|
2018
Q1 | $1.24M | Sell |
19,576
-1,178
| -6% | -$74.3K | 0.73% | 25 |
|
|
2017
Q4 | $1.32M | Sell |
20,754
-2,398
| -10% | -$153K | 0.77% | 25 |
|
|
2017
Q3 | $1.39M | Sell |
23,152
-802
| -3% | -$48.2K | 0.85% | 25 |
|
|
2017
Q2 | $1.38M | Sell |
23,954
-822
| -3% | -$47.5K | 0.94% | 25 |
|
|
2017
Q1 | $1.39M | Sell |
24,776
-3,213
| -11% | -$181K | 0.98% | 25 |
|
|
2016
Q4 | $1.49M | Buy |
27,989
+622
| +2% | +$33.1K | 1.11% | 24 |
|
|
2016
Q3 | $1.41M | Sell |
27,367
-1,216
| -4% | -$62.8K | 1.07% | 25 |
|
|
2016
Q2 | $1.42M | Sell |
28,583
-1,047
| -4% | -$52.1K | 1.16% | 23 |
|
|
2016
Q1 | $1.45M | Sell |
29,630
-2,021
| -6% | -$98.7K | 1.17% | 23 |
|
|
2015
Q4 | $1.54M | Buy |
+31,651
| New | +$1.54M | 1.32% | 24 |
|