MHR
Matthew Hamilton Rosenberg’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
81,616
-15,840
| -16% | -$393K | 0.47% | 26 |
|
|
2025
Q1 | $2.4M | Sell |
97,456
-7,163
| -7% | -$176K | 0.6% | 24 |
|
|
2024
Q4 | $2.55M | Buy |
104,619
+49,069
| +88% | +$1.2M | 0.66% | 24 |
|
|
2024
Q3 | $2.76M | Sell |
55,550
-488
| -0.9% | -$24.2K | 0.72% | 21 |
|
|
2024
Q2 | $2.69M | Buy |
56,038
+1,070
| +2% | +$51.5K | 0.8% | 20 |
|
|
2024
Q1 | $2.64M | Sell |
54,968
-865
| -2% | -$41.6K | 0.76% | 21 |
|
|
2023
Q4 | $2.7M | Sell |
55,833
-86
| -0.2% | -$4.16K | 0.83% | 21 |
|
|
2023
Q3 | $2.63M | Sell |
55,919
-5,201
| -9% | -$244K | 0.87% | 21 |
|
|
2023
Q2 | $2.89M | Sell |
61,120
-19,083
| -24% | -$902K | 0.98% | 19 |
|
|
2023
Q1 | $3.81M | Buy |
80,203
+657
| +0.8% | +$31.3K | 1.23% | 14 |
|
|
2022
Q4 | $3.73M | Buy |
79,546
+17,367
| +28% | +$814K | 1.26% | 14 |
|
|
2022
Q3 | $2.88M | Buy |
+62,179
| New | +$2.88M | 1.11% | 17 |
|