Moisand Fitzgerald Tamayo, LLC: SCHC position timeline

Moisand Fitzgerald Tamayo, LLC held 17,718 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 17,718 shares

   Change vs previous 13F -837 shares

   0.08% of the 13F portfolio, value $852,591.

   13F-HR 0001649107-26-000003 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 18,555 shares

   Change vs previous 13F -552 shares

   0.09% of the 13F portfolio, value $867,261.

   13F-HR 0001649107-26-000002 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 19,107 shares

   Change vs previous 13F -888 shares

   0.1% of the 13F portfolio, value $869,942.

   13F-HR 0001649107-26-000001 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 19,995 shares

   Change vs previous 13F -551 shares

   0.11% of the 13F portfolio, value $909,973.

   13F-HR 0001649107-25-000005 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 20,546 shares

   Change vs previous 13F -601 shares

   0.11% of the 13F portfolio, value $875,055.

   13F-HR 0001649107-25-000004 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 21,147 shares

   Change vs previous 13F -531 shares

   0.1% of the 13F portfolio, value $758,755.

   13F-HR 0001649107-25-000002 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 21,678 shares

   Change vs previous 13F -623 shares

   0.11% of the 13F portfolio, value $744,206.

   13F-HR 0001649107-25-000001 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 22,301 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $859,258.

   13F-HR 0001649107-24-000004 filed by Moisand Fitzgerald Tamayo, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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