Matthew Hamilton Rosenberg’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $648K | Buy |
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|
2025
Q2 | $501K | Buy |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $503K | Hold |
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|
2023
Q3 | $468K | Hold |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $491K | Hold |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $341K | Hold |
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|
2021
Q4 | $349K | Hold |
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $327K | Hold |
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|
2021
Q1 | $315K | Hold |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $171K | Buy |
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|
2020
Q2 | $158K | Buy |
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