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Moisand Fitzgerald Tamayo, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moisand Fitzgerald Tamayo, LLC on SCHA, newest first. How the timeline and the estimate are built.

Moisand Fitzgerald Tamayo, LLC held 67,919 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 67,919 shares
    Change vs previous 13F -1,002 shares

    0.22% of the 13F portfolio, value $2,216,182.

    13F-HR 0001649107-26-000005 filed by Moisand Fitzgerald Tamayo, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 68,921 shares
    Change vs previous 13F -1,556 shares

    0.24% of the 13F portfolio, value $2,490,099.

    13F-HR 0001649107-26-000003 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 70,477 shares
    Change vs previous 13F -1,057 shares

    0.22% of the 13F portfolio, value $2,049,458.

    13F-HR 0001649107-26-000002 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 71,534 shares
    Change vs previous 13F -1,513 shares

    0.23% of the 13F portfolio, value $2,037,275.

    13F-HR 0001649107-26-000001 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 73,047 shares
    Change vs previous 13F -1,909 shares

    0.24% of the 13F portfolio, value $2,037,999.

    13F-HR 0001649107-25-000005 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 74,956 shares
    Change vs previous 13F -624 shares

    0.24% of the 13F portfolio, value $1,896,375.

    13F-HR 0001649107-25-000004 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 75,580 shares
    Change vs previous 13F -1,609 shares

    0.25% of the 13F portfolio, value $1,770,829.

    13F-HR 0001649107-25-000002 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 77,189 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,996,096.

    13F-HR 0001649107-25-000001 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).