Matthew Hamilton Rosenberg’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.37M	Buy	386,004 +23,163	+6%	+$564K	1.92%	10
2025 Q4	$8.84M	Buy	362,841 +55,292	+18%	+$1.35M	1.83%	10
2025 Q3	$7.5M	Buy	307,549 +64,891	+27%	+$1.58M	1.62%	12
2025 Q2	$5.92M	Sell	242,658 -64,972	-21%	-$1.58M	1.38%	12
2025 Q1	$7.49M	Buy	307,630 +26,480	+9%	+$641K	1.88%	10
2024 Q4	$6.76M	Buy	281,150 +16,782	+6%	+$406K	1.76%	11
2024 Q3	$6.47M	Buy	264,368 +25,166	+11%	+$612K	1.69%	12
2024 Q2	$5.73M	Buy	239,202 +17,374	+8%	+$417K	1.69%	12
2024 Q1	$5.32M	Buy	221,828 +12,636	+6%	+$305K	1.54%	13
2023 Q4	$5.07M	Buy	209,192 +9,932	+5%	+$238K	1.56%	13
2023 Q3	$4.77M	Buy	199,260 +24,838	+14%	+$595K	1.59%	14
2023 Q2	$4.19M	Buy	174,422 +51,602	+42%	+$1.25M	1.42%	13
2023 Q1	$3M	Buy	122,820 +44,206	+56%	+$1.07M	0.97%	19
2022 Q4	$1.9M	Buy	+78,614	New	+$1.9M	0.64%	24