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Moisand Fitzgerald Tamayo, LLC: SCHF position timeline

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

Moisand Fitzgerald Tamayo, LLC held 110,458 SCHF 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 110,458 shares
    Change vs previous 13F -1,134 shares

    0.3% of the 13F portfolio, value $3,034,282.

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

  2. period ended2026-06-30
    13F 111,592 shares
    Change vs previous 13F -3,419 shares

    0.3% of the 13F portfolio, value $3,091,099.

    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 115,011 shares
    Change vs previous 13F -6,548 shares

    0.31% of the 13F portfolio, value $2,846,523.

    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 121,559 shares
    Change vs previous 13F -2,179 shares

    0.33% of the 13F portfolio, value $2,922,279.

    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 123,738 shares
    Change vs previous 13F -3,030 shares

    0.34% of the 13F portfolio, value $2,880,621.

    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 126,768 shares
    Change vs previous 13F -3,431 shares

    0.35% of the 13F portfolio, value $2,801,573.

    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 130,199 shares
    Change vs previous 13F -2,397 shares

    0.36% of the 13F portfolio, value $2,575,337.

    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 132,596 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,453,026.

    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).