Moisand Fitzgerald Tamayo »

Schwab Strategic Tr us aggregate b shares owned by Moisand Fitzgerald Tamayo

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Moisand Fitzgerald Tamayo from 13F filings

Historical chart of Moisand Fitzgerald Tamayo investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2025-09-30 $658 28 23.50
2025-06-30 $976 42 23.26
2025-03-31 $7.1k 308 23.16
2024-12-31 $7.0k 308 22.70
2024-09-30 $11k 228 47.52
2024-06-30 $10k 228 45.58
2024-03-31 $11k 228 46.00
2023-12-31 $11k 228 46.62
2023-09-30 $22k 503 44.23
2023-06-30 $23k 503 46.16
2023-03-31 $24k 503 46.91
2022-12-31 $23k 503 45.65
2022-09-30 $23k 503 45.73
2022-06-30 $24k 506 47.43
2022-03-31 $25k 503 49.70
2021-12-31 $28k 521 53.74
2021-09-30 $28k 521 53.74
2021-06-30 $37k 674 54.90
2021-03-31 $36k 674 53.41
2020-12-31 $38k 674 56.38
2020-09-30 $49k 880 55.68
2020-06-30 $49k 880 55.68
2020-03-31 $55k 1.0k 54.29
2019-12-31 $87k 1.6k 53.28
2019-09-30 $91k 1.7k 53.72
2019-06-30 $114k 2.2k 53.00
2019-03-31 $112k 2.2k 51.71
2018-12-31 $136k 2.7k 50.45
2018-09-30 $149k 3.0k 50.41
2018-06-30 $152k 3.0k 50.60
2018-03-31 $173k 3.4k 51.06
2017-12-31 $182k 3.5k 52.16
2017-09-30 $183k 3.5k 52.45
2016-12-31 $357k 6.9k 51.49
2016-09-30 $405k 7.5k 53.71
2016-06-30 $504k 9.4k 53.71
2016-03-31 $649k 12k 52.85
2015-12-31 $1.3M 26k 51.50

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Moisand Fitzgerald Tamayo

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
CWM
Wealth Enhancement Advisory Services
HighTower Advisors
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b