MHR
Matthew Hamilton Rosenberg’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$645K | 1.88% | 10 |
|
|
2024
Q4 | $6.76M | Buy |
281,150
+148,966
| +113% | +$3.58M | 1.76% | 11 |
|
|
2024
Q3 | $6.47M | Buy |
132,184
+12,583
| +11% | +$616K | 1.69% | 12 |
|
|
2024
Q2 | $5.73M | Buy |
119,601
+8,687
| +8% | +$416K | 1.69% | 12 |
|
|
2024
Q1 | $5.32M | Buy |
110,914
+6,318
| +6% | +$303K | 1.54% | 13 |
|
|
2023
Q4 | $5.07M | Buy |
104,596
+4,966
| +5% | +$241K | 1.56% | 13 |
|
|
2023
Q3 | $4.77M | Buy |
99,630
+12,419
| +14% | +$595K | 1.59% | 14 |
|
|
2023
Q2 | $4.19M | Buy |
87,211
+25,801
| +42% | +$1.24M | 1.42% | 13 |
|
|
2023
Q1 | $3M | Buy |
61,410
+22,103
| +56% | +$1.08M | 0.97% | 19 |
|
|
2022
Q4 | $1.9M | Buy |
+39,307
| New | +$1.9M | 0.64% | 24 |
|