Moisand Fitzgerald Tamayo’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-28
| Closed | -$658 | – | 568 |
|
|
2025
Q3 | $658 | Sell |
28
-14
| -33% | -$325 | ﹤0.01% | 548 |
|
|
2025
Q2 | $977 | Sell |
42
-266
| -86% | -$6.1K | ﹤0.01% | 541 |
|
|
2025
Q1 | $7.13K | Hold |
308
| – | – | ﹤0.01% | 379 |
|
|
2024
Q4 | $6.99K | Sell |
308
-148
| -32% | -$3.42K | ﹤0.01% | 385 |
|
|
2024
Q3 | $10.8K | Hold |
456
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $10.4K | Hold |
456
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $10.5K | Hold |
456
| – | – | ﹤0.01% | 308 |
|
|
2023
Q4 | $10.6K | Sell |
456
-550
| -55% | -$12.3K | ﹤0.01% | 332 |
|
|
2023
Q3 | $22.2K | Hold |
1,006
| – | – | ﹤0.01% | 251 |
|
|
2023
Q2 | $23.2K | Hold |
1,006
| – | – | ﹤0.01% | 238 |
|
|
2023
Q1 | $23.6K | Hold |
1,006
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $23K | Hold |
1,006
| – | – | 0.01% | 236 |
|
|
2022
Q3 | $23K | Sell |
1,006
-6
| -0.6% | -$143 | 0.01% | 219 |
|
|
2022
Q2 | $24K | Buy |
1,012
+6
| +0.6% | +$145 | 0.01% | 214 |
|
|
2022
Q1 | $25K | Sell |
1,006
-36
| -3% | -$935 | 0.01% | 128 |
|
|
2021
Q4 | $28K | Hold |
1,042
| – | – | 0.01% | 185 |
|
|
2021
Q3 | $28K | Sell |
1,042
-306
| -23% | -$8.39K | 0.01% | 177 |
|
|
2021
Q2 | $37K | Hold |
1,348
| – | – | 0.01% | 170 |
|
|
2021
Q1 | $36K | Hold |
1,348
| – | – | 0.02% | 142 |
|
|
2020
Q4 | $38K | Sell |
1,348
-412
| -23% | -$11.5K | 0.02% | 140 |
|
|
2020
Q3 | $49K | Hold |
1,760
| – | – | 0.03% | 121 |
|
|
2020
Q2 | $49K | Sell |
1,760
-266
| -13% | -$7.4K | 0.03% | 117 |
|
|
2020
Q1 | $55K | Sell |
2,026
-1,240
| -38% | -$33.5K | 0.04% | 108 |
|
|
2019
Q4 | $87K | Sell |
3,266
-122
| -4% | -$3.27K | 0.04% | 102 |
|
|
2019
Q3 | $91K | Sell |
3,388
-914
| -21% | -$24.4K | 0.05% | 97 |
|
|
2019
Q2 | $114K | Sell |
4,302
-30
| -0.7% | -$780 | 0.06% | 89 |
|
|
2019
Q1 | $112K | Sell |
4,332
-1,060
| -20% | -$27K | 0.06% | 93 |
|
|
2018
Q4 | $136K | Sell |
5,392
-520
| -9% | -$13K | 0.09% | 81 |
|
|
2018
Q3 | $149K | Sell |
5,912
-96
| -2% | -$2.42K | 0.08% | 85 |
|
|
2018
Q2 | $152K | Sell |
6,008
-768
| -11% | -$19.4K | 0.09% | 83 |
|
|
2018
Q1 | $173K | Sell |
6,776
-202
| -3% | -$5.17K | 0.1% | 78 |
|
|
2017
Q4 | $182K | Hold |
6,978
| – | – | 0.11% | 67 |
|
|
2017
Q3 | $183K | Buy |
+6,978
| New | +$183K | 0.11% | 67 |
|
|
2017
Q1 | – | Sell |
-13,866
| Closed | -$357K | – | 63 |
|
|
2016
Q4 | $357K | Sell |
13,866
-1,214
| -8% | -$31.7K | 0.26% | 46 |
|
|
2016
Q3 | $405K | Sell |
15,080
-3,688
| -20% | -$99K | 0.31% | 42 |
|
|
2016
Q2 | $504K | Sell |
18,768
-5,790
| -24% | -$153K | 0.41% | 39 |
|
|
2016
Q1 | $649K | Sell |
24,558
-26,626
| -52% | -$695K | 0.53% | 34 |
|
|
2015
Q4 | $1.32M | Buy |
+51,184
| New | +$1.33M | 1.13% | 25 |
|
Other funds holding SCHZ
RIM
APP
CST
Moisand Fitzgerald Tamayo's SCHZ Position: Q4 2025 in Review
Moisand Fitzgerald Tamayo sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 28 shares — an estimated $658 sold.
Moisand Fitzgerald Tamayo first reported a position in SCHZ in Q4 2015 and held it in 38 quarters. The position peaked at $1.32M in Q4 2015. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.
- Moisand Fitzgerald Tamayo reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
- Moisand Fitzgerald Tamayo sold 28 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $658.
- Moisand Fitzgerald Tamayo first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and held it in 38 quarters.
- Moisand Fitzgerald Tamayo's Schwab US Aggregate Bond ETF position peaked at $1.32M in Q4 2015.
- 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.
Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.