Moisand Fitzgerald Tamayo »

Schwab Strategic Tr sht tm us tres shares owned by Moisand Fitzgerald Tamayo

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Moisand Fitzgerald Tamayo from 13F filings

Historical chart of Moisand Fitzgerald Tamayo investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres by Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-03-31 $31M 642k 48.21
2023-12-31 $22M 460k 48.45
2023-09-30 $8.8M 184k 47.89
2023-06-30 $8.9M 186k 48.06
2023-03-31 $9.0M 185k 48.79
2022-12-31 $8.3M 173k 48.24
2022-09-30 $7.6M 157k 48.26
2022-06-30 $8.2M 167k 49.19
2022-03-31 $5.4M 109k 49.54
2021-12-31 $7.7M 152k 50.85
2021-09-30 $7.7M 150k 51.19
2021-06-30 $7.6M 148k 51.22
2021-03-31 $7.3M 143k 51.31
2020-12-31 $7.3M 143k 51.39
2020-09-30 $6.7M 129k 51.50
2020-06-30 $6.0M 116k 51.63
2020-03-31 $5.1M 98k 51.73
2019-12-31 $6.7M 132k 50.48
2019-09-30 $6.5M 128k 50.59
2019-06-30 $6.2M 122k 50.59
2019-03-31 $5.9M 118k 50.19
2018-12-31 $6.0M 120k 49.91
2018-09-30 $6.7M 136k 49.57
2018-06-30 $6.5M 130k 49.74
2018-03-31 $6.4M 128k 49.84
2017-12-31 $6.1M 121k 50.03
2017-09-30 $5.1M 101k 50.40
2017-06-30 $4.9M 98k 50.42
2017-03-31 $4.6M 92k 50.47
2016-12-31 $3.5M 70k 50.42
2016-09-30 $3.3M 65k 50.80
2016-06-30 $3.0M 59k 50.96
2016-03-31 $2.6M 52k 50.81
2015-12-31 $2.2M 44k 50.44

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 sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres