Moisand Fitzgerald Tamayo »

Schwab Strategic Tr intrm trm shares owned by Moisand Fitzgerald Tamayo

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Moisand Fitzgerald Tamayo from 13F filings

Historical chart of Moisand Fitzgerald Tamayo investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm 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 intrm trm by Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-03-31 $34M 697k 49.05
2023-12-31 $32M 639k 49.72
2023-09-30 $26M 531k 47.94
2023-06-30 $26M 525k 49.28
2023-03-31 $25M 503k 50.43
2022-12-31 $23M 461k 49.23
2022-09-30 $20M 413k 49.14
2022-06-30 $21M 413k 51.60
2022-03-31 $5.1M 96k 53.25
2021-12-31 $8.1M 144k 56.14
2021-09-30 $7.9M 140k 56.71
2021-06-30 $7.9M 140k 56.87
2021-03-31 $7.6M 135k 56.41
2020-12-31 $7.1M 123k 58.22
2020-09-30 $6.5M 111k 58.68
2020-06-30 $6.0M 103k 58.78
2020-03-31 $5.5M 93k 58.78
2019-12-31 $6.2M 113k 54.93
2019-09-30 $6.2M 112k 55.56
2019-06-30 $6.1M 111k 54.96
2019-03-31 $5.9M 109k 53.78
2018-12-31 $5.9M 112k 52.95
2018-09-30 $6.5M 126k 51.79
2018-06-30 $6.2M 119k 52.33
2018-03-31 $6.2M 117k 52.59
2017-12-31 $5.8M 109k 53.32
2017-09-30 $4.9M 92k 53.92
2017-06-30 $4.8M 90k 53.97
2017-03-31 $4.7M 87k 53.61
2016-12-31 $3.8M 71k 53.35
2016-09-30 $3.7M 66k 55.56
2016-06-30 $3.4M 61k 55.96
2016-03-31 $3.0M 55k 55.23
2015-12-31 $2.5M 46k 53.59

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 intrm trm

Charles Schwab Investment Advisory
Royal Bank of Canada
Stifel Financial
Goldman Sachs Group
Jpmorgan Chase & Co
Creative Planning
Crane Advisory
Pacific Sage Partners
Wealth Enhancement Advisory Services
Hilton Capital Management
Cornerstone Wealth Advisors
Allspring Global Investments Holdings
Northwest Capital Management
Moisand Fitzgerald Tamayo
CWM

View all funds holding Schwab Strategic Tr intrm trm