Back to SCHW-PJ
Moisand Fitzgerald Tamayo, LLC → SCHW-PJ
Moisand Fitzgerald Tamayo, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
75
Latest value
$874K
Q3 2026
Peak value
$105.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $193K |
| Q3 2025 | $2.2M |
| Q3 2025 | $42K |
| Q3 2025 | $1.8M |
| Q3 2025 | $8.1M |
| Q3 2025 | $2M |
| Q3 2025 | $6K |
| Q3 2025 | $5K |
| Q3 2025 | $22K |
| Q3 2025 | $2.9M |
| Q3 2025 | $658 |
| Q3 2025 | $3.8M |
| Q3 2025 | $86.8M |
| Q3 2025 | $84M |
| Q3 2025 | $910K |
| Q4 2025 | $180K |
| Q4 2025 | $2.2M |
| Q4 2025 | $43K |
| Q4 2025 | $1.8M |
| Q4 2025 | $8.1M |
| Q4 2025 | $2M |
| Q4 2025 | $6K |
| Q4 2025 | $5K |
| Q4 2025 | $22K |
| Q4 2025 | $2.9M |
| Q4 2025 | $3.6M |
| Q4 2025 | $91.7M |
| Q4 2025 | $89.5M |
| Q4 2025 | $870K |
| Q1 2026 | $120K |
| Q1 2026 | $2M |
| Q1 2026 | $38K |
| Q1 2026 | $1.8M |
| Q1 2026 | $8.2M |
| Q1 2026 | $2M |
| Q1 2026 | $6K |
| Q1 2026 | $5K |
| Q1 2026 | $24K |
| Q1 2026 | $2.8M |
| Q1 2026 | $3.7M |
| Q1 2026 | $97.1M |
| Q1 2026 | $95.2M |
| Q1 2026 | $867K |
| Q2 2026 | $139K |
| Q2 2026 | $2.3M |
| Q2 2026 | $44K |
| Q2 2026 | $2.1M |
| Q2 2026 | $9.6M |
| Q2 2026 | $2.5M |
| Q2 2026 | $7K |
| Q2 2026 | $6K |
| Q2 2026 | $25K |
| Q2 2026 | $3.1M |
| Q2 2026 | $4M |
| Q2 2026 | $100.5M |
| Q2 2026 | $98.5M |
| Q2 2026 | $853K |
| Q3 2026 | $2K |
| Q3 2026 | $133K |
| Q3 2026 | $2.4M |
| Q3 2026 | $179K |
| Q3 2026 | $2M |
| Q3 2026 | $8.7M |
| Q3 2026 | $2.2M |
| Q3 2026 | $7K |
| Q3 2026 | $17K |
| Q3 2026 | $18K |
| Q3 2026 | $6K |
| Q3 2026 | $41K |
| Q3 2026 | $26K |
| Q3 2026 | $3M |
| Q3 2026 | $3.6M |
| Q3 2026 | $105M |
| Q3 2026 | $105.3M |
| Q3 2026 | $874K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $874K | 17.6K | — | — |
| Q3 2026 | $105.3M | 4.41M | — | — |
| Q3 2026 | $105M | 4.43M | — | — |
| Q3 2026 | $3.6M | 164.7K | — | — |
| Q3 2026 | $3M | 110.5K | — | — |
| Q3 2026 | $26K | 792 | — | — |
| Q3 2026 | $41K | 1.3K | — | — |
| Q3 2026 | $6K | 184 | — | — |
| Q3 2026 | $18K | 327 | — | — |
| Q3 2026 | $17K | 405 | — | — |
| Q3 2026 | $7K | 191 | — | — |
| Q3 2026 | $2.2M | 67.9K | — | — |
| Q3 2026 | $8.7M | 256.5K | — | — |
| Q3 2026 | $2M | 58.7K | — | — |
| Q3 2026 | $179K | 5.0K | — | — |
| Q3 2026 | $2.4M | 78.4K | — | — |
| Q3 2026 | $133K | 4.5K | — | — |
| Q3 2026 | $2K | 23 | — | — |
| Q2 2026 | $853K | 17.7K | — | — |
| Q2 2026 | $98.5M | 4.08M | — | — |
| Q2 2026 | $100.5M | 4.07M | — | — |
| Q2 2026 | $4M | 167.9K | — | — |
| Q2 2026 | $3.1M | 111.6K | — | — |
| Q2 2026 | $25K | 792 | — | — |
| Q2 2026 | $6K | 189 | — | — |
| Q2 2026 | $7K | 184 | — | — |
| Q2 2026 | $2.5M | 68.9K | — | — |
| Q2 2026 | $9.6M | 259.9K | — | — |
| Q2 2026 | $2.1M | 59.9K | — | — |
| Q2 2026 | $44K | 1.3K | — | — |
| Q2 2026 | $2.3M | 78.8K | — | — |
| Q2 2026 | $139K | 4.8K | — | — |
| Q1 2026 | $867K | 18.6K | — | — |
| Q1 2026 | $95.2M | 3.92M | — | — |
| Q1 2026 | $97.1M | 3.90M | — | — |
| Q1 2026 | $3.7M | 170.3K | — | — |
| Q1 2026 | $2.8M | 115.0K | — | — |
| Q1 2026 | $24K | 792 | — | — |
| Q1 2026 | $5K | 189 | — | — |
| Q1 2026 | $6K | 184 | — | — |
| Q1 2026 | $2M | 70.5K | — | — |
| Q1 2026 | $8.2M | 264.4K | — | — |
| Q1 2026 | $1.8M | 60.5K | — | — |
| Q1 2026 | $38K | 1.3K | — | — |
| Q1 2026 | $2M | 79.4K | — | — |
| Q1 2026 | $120K | 4.8K | — | — |
| Q4 2025 | $870K | 19.1K | — | — |
| Q4 2025 | $89.5M | 3.67M | — | — |
| Q4 2025 | $91.7M | 3.66M | — | — |
| Q4 2025 | $3.6M | 172.8K | — | — |
| Q4 2025 | $2.9M | 121.6K | — | — |
| Q4 2025 | $22K | 792 | — | — |
| Q4 2025 | $5K | 189 | — | — |
| Q4 2025 | $6K | 184 | — | — |
| Q4 2025 | $2M | 71.5K | — | — |
| Q4 2025 | $8.1M | 269.7K | — | — |
| Q4 2025 | $1.8M | 62.3K | — | — |
| Q4 2025 | $43K | 1.3K | — | — |
| Q4 2025 | $2.2M | 80.6K | — | — |
| Q4 2025 | $180K | 6.9K | — | — |
| Q3 2025 | $910K | 20.0K | — | — |
| Q3 2025 | $84M | 3.44M | — | — |
| Q3 2025 | $86.8M | 3.45M | — | — |
| Q3 2025 | $3.8M | 175.7K | — | — |
| Q3 2025 | $658 | 28 | — | — |
| Q3 2025 | $2.9M | 123.7K | — | — |
| Q3 2025 | $22K | 792 | — | — |
| Q3 2025 | $5K | 189 | — | — |
| Q3 2025 | $6K | 184 | — | — |
| Q3 2025 | $2M | 73.0K | — | — |
| Q3 2025 | $8.1M | 271.8K | — | — |
| Q3 2025 | $1.8M | 62.4K | — | — |
| Q3 2025 | $42K | 1.3K | — | — |
| Q3 2025 | $2.2M | 81.9K | — | — |
| Q3 2025 | $193K | 7.5K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B