Moisand Fitzgerald Tamayo »

Schwab Strategic Tr us lrg cap etf shares owned by Moisand Fitzgerald Tamayo

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Moisand Fitzgerald Tamayo from 13F filings

Historical chart of Moisand Fitzgerald Tamayo investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by Moisand Fitzgerald Tamayo consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 29k 62.06
2023-12-31 $1.7M 30k 56.40
2023-09-30 $1.6M 32k 50.60
2023-06-30 $1.6M 30k 52.37
2023-03-31 $1.5M 31k 48.37
2022-12-31 $1.4M 31k 45.15
2022-09-30 $990k 23k 42.35
2022-06-30 $1.1M 25k 44.65
2022-03-31 $1.1M 21k 53.84
2021-12-31 $1.6M 14k 113.82
2021-09-30 $1.5M 14k 104.04
2021-06-30 $1.6M 16k 103.97
2021-03-31 $1.5M 16k 96.04
2020-12-31 $1.5M 16k 90.96
2020-09-30 $1.3M 17k 80.66
2020-06-30 $1.3M 17k 74.11
2020-03-31 $1.1M 18k 61.26
2019-12-31 $1.4M 19k 76.82
2019-09-30 $1.4M 19k 70.93
2019-06-30 $1.4M 19k 70.21
2019-03-31 $1.3M 20k 67.60
2018-12-31 $1.3M 21k 59.68
2018-09-30 $1.3M 19k 69.55
2018-06-30 $1.3M 20k 64.99
2018-03-31 $1.2M 20k 63.09
2017-12-31 $1.3M 21k 63.79
2017-09-30 $1.4M 23k 60.04
2017-06-30 $1.4M 24k 57.78
2017-03-31 $1.4M 25k 56.26
2016-12-31 $1.5M 28k 53.27
2016-09-30 $1.4M 27k 51.63
2016-06-30 $1.4M 29k 49.78
2016-03-31 $1.4M 30k 48.84
2015-12-31 $1.5M 32k 48.56

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Moisand Fitzgerald Tamayo

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf