Matthew Hamilton Rosenberg’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Sell |
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|
2025
Q1 | $4.24M | Sell |
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|
2024
Q4 | $4.47M | Sell |
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|
2024
Q3 | $4.42M | Buy |
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|
2024
Q2 | $4.17M | Sell |
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|
2024
Q1 | $4.24M | Sell |
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|
2023
Q4 | $3.92M | Buy |
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|
2023
Q3 | $3.44M | Sell |
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|
2023
Q2 | $3.57M | Sell |
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|
2023
Q1 | $3.72M | Sell |
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|
2022
Q4 | $3.5M | Buy |
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|
2022
Q3 | $2.6M | Buy |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.77M | Buy |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $549K | Sell |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | $487K | Buy |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q3 | $134K | Buy |
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|
2020
Q2 | $88K | Buy |
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