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Moisand Fitzgerald Tamayo, LLC: SCHO position timeline

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

Moisand Fitzgerald Tamayo, LLC held 4,082,346 SCHO 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 4,082,346 shares
    Change vs previous 13F +161,415 shares

    9.62% of the 13F portfolio, value $98,547,838.

    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).

  2. period ended2026-03-31
    13F 3,920,931 shares
    Change vs previous 13F +250,417 shares

    10.23% of the 13F portfolio, value $95,160,996.

    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).

  3. period ended2025-12-31
    13F 3,670,514 shares
    Change vs previous 13F +229,449 shares

    10.1% of the 13F portfolio, value $89,450,415.

    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).

  4. period ended2025-09-30
    13F 3,441,065 shares
    Change vs previous 13F +195,869 shares

    9.89% of the 13F portfolio, value $83,961,993.

    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).

  5. period ended2025-06-30
    13F 3,245,196 shares
    Change vs previous 13F +1,158,797 shares

    10.01% of the 13F portfolio, value $79,117,873.

    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).

  6. period ended2025-03-31
    13F 2,086,399 shares
    Change vs previous 13F +537,559 shares

    7.03% of the 13F portfolio, value $50,782,958.

    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).

  7. period ended2024-12-31
    13F 1,548,840 shares
    Change vs previous 13F +803,550 shares

    5.27% of the 13F portfolio, value $37,265,082.

    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).

  8. period ended2024-09-30
    13F 745,290 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $36,504,308.

    13F-HR 0001649107-24-000004 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).