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Moisand Fitzgerald Tamayo, LLC: SCHM position timeline

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

Moisand Fitzgerald Tamayo, LLC held 256,510 SCHM 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 256,510 shares
    Change vs previous 13F -3,421 shares

    0.88% of the 13F portfolio, value $8,726,485.

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

  2. period ended2026-06-30
    13F 259,931 shares
    Change vs previous 13F -4,518 shares

    0.94% of the 13F portfolio, value $9,583,663.

    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 264,449 shares
    Change vs previous 13F -5,231 shares

    0.88% of the 13F portfolio, value $8,187,338.

    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 269,680 shares
    Change vs previous 13F -2,161 shares

    0.92% of the 13F portfolio, value $8,109,291.

    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 271,841 shares
    Change vs previous 13F -4,612 shares

    0.95% of the 13F portfolio, value $8,057,357.

    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 276,453 shares
    Change vs previous 13F -10,336 shares

    0.98% of the 13F portfolio, value $7,754,501.

    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 286,789 shares
    Change vs previous 13F -3,089 shares

    1.04% of the 13F portfolio, value $7,513,861.

    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 289,878 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $8,032,518.

    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).