MHR
Matthew Hamilton Rosenberg’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-274
| Closed | -$7.08K | – | 843 |
|
|
2024
Q4 | $7.08K | Buy |
274
+137
| +100% | +$3.54K | ﹤0.01% | 669 |
|
|
2024
Q3 | $7.35K | Hold |
137
| – | – | ﹤0.01% | 655 |
|
|
2024
Q2 | $7.07K | Buy |
+137
| New | +$7.07K | ﹤0.01% | 625 |
|
|
2023
Q2 | – | Sell |
-4,606
| Closed | -$247K | – | 989 |
|
|
2023
Q1 | $247K | Hold |
4,606
| – | – | 0.08% | 155 |
|
|
2022
Q4 | $239K | Hold |
4,606
| – | – | 0.08% | 154 |
|
|
2022
Q3 | $239K | Sell |
4,606
-1,789
| -28% | -$92.8K | 0.09% | 132 |
|
|
2022
Q2 | $360K | Hold |
6,395
| – | – | 0.14% | 94 |
|
|
2022
Q1 | $388K | Hold |
6,395
| – | – | 0.14% | 93 |
|
|
2021
Q4 | $402K | Hold |
6,395
| – | – | 0.14% | 91 |
|
|
2021
Q3 | $400K | Hold |
6,395
| – | – | 0.16% | 75 |
|
|
2021
Q2 | $399K | Hold |
6,395
| – | – | 0.21% | 55 |
|
|
2021
Q1 | $391K | Hold |
6,395
| – | – | 0.22% | 51 |
|
|
2020
Q4 | $397K | Hold |
6,395
| – | – | 0.25% | 45 |
|
|
2020
Q3 | $394K | Hold |
6,395
| – | – | 0.29% | 42 |
|
|
2020
Q2 | $384K | Sell |
6,395
-3,056
| -32% | -$184K | 0.31% | 40 |
|
|
2020
Q1 | $544K | Buy |
+9,451
| New | +$544K | 0.54% | 24 |
|