MHR
Matthew Hamilton Rosenberg’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Sell |
157,823
-39,097
| -20% | -$932K | 0.87% | 17 |
|
|
2025
Q1 | $4.24M | Sell |
196,920
-164
| -0.1% | -$3.53K | 1.06% | 15 |
|
|
2024
Q4 | $4.47M | Buy |
197,084
+130,662
| +197% | +$2.97M | 1.16% | 15 |
|
|
2024
Q3 | $4.42M | Buy |
66,422
+211
| +0.3% | +$14K | 1.16% | 15 |
|
|
2024
Q2 | $4.17M | Sell |
66,211
-3,415
| -5% | -$215K | 1.23% | 15 |
|
|
2024
Q1 | $4.24M | Sell |
69,626
-746
| -1% | -$45.4K | 1.23% | 16 |
|
|
2023
Q4 | $3.92M | Buy |
70,372
+1,459
| +2% | +$81.2K | 1.21% | 16 |
|
|
2023
Q3 | $3.44M | Sell |
68,913
-217
| -0.3% | -$10.8K | 1.14% | 16 |
|
|
2023
Q2 | $3.57M | Sell |
69,130
-8,607
| -11% | -$445K | 1.21% | 16 |
|
|
2023
Q1 | $3.72M | Sell |
77,737
-371
| -0.5% | -$17.8K | 1.2% | 16 |
|
|
2022
Q4 | $3.5M | Buy |
78,108
+16,288
| +26% | +$730K | 1.19% | 16 |
|
|
2022
Q3 | $2.6M | Buy |
61,820
+33,530
| +119% | +$1.41M | 1% | 19 |
|
|
2022
Q2 | $1.26M | Sell |
28,290
-4,837
| -15% | -$216K | 0.48% | 32 |
|
|
2022
Q1 | $1.77M | Buy |
33,127
+19,440
| +142% | +$1.04M | 0.62% | 28 |
|
|
2021
Q4 | $1.55M | Buy |
13,687
+8,404
| +159% | +$950K | 0.55% | 30 |
|
|
2021
Q3 | $549K | Sell |
5,283
-146
| -3% | -$15.2K | 0.22% | 55 |
|
|
2021
Q2 | $566K | Buy |
5,429
+398
| +8% | +$41.5K | 0.29% | 40 |
|
|
2021
Q1 | $487K | Buy |
5,031
+2,737
| +119% | +$265K | 0.28% | 44 |
|
|
2020
Q4 | $209K | Buy |
2,294
+616
| +37% | +$56.1K | 0.13% | 103 |
|
|
2020
Q3 | $134K | Buy |
1,678
+481
| +40% | +$38.4K | 0.1% | 139 |
|
|
2020
Q2 | $88K | Buy |
+1,197
| New | +$88K | 0.07% | 219 |
|