Matthew Hamilton Rosenberg’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91.5K	Hold	3,000	–	–	0.02%	340
2025 Q4	$88.8K	Hold	3,000	–	–	0.02%	345
2025 Q3	$87.3K	Hold	3,000	–	–	0.02%	353
2025 Q2	$83K	Hold	3,000	–	–	0.02%	368
2025 Q1	$79.7K	Hold	3,000	–	–	0.02%	348
2024 Q4	$78.2K	Hold	3,000	–	–	0.02%	349
2024 Q3	$80.4K	Hold	3,000	–	–	0.02%	356
2024 Q2	$73.7K	Hold	3,000	–	–	0.02%	355
2024 Q1	$75.6K	Hold	3,000	–	–	0.02%	370
2023 Q4	$70.1K	Hold	3,000	–	–	0.02%	374
2023 Q3	$64.5K	Hold	3,000	–	–	0.02%	373
2023 Q2	$67.1K	Hold	3,000	–	–	0.02%	380
2023 Q1	$65.6K	Hold	3,000	–	–	0.02%	404
2022 Q4	$66K	Hold	3,000	–	–	0.02%	395
2022 Q3	$59K	Hold	3,000	–	–	0.02%	396
2022 Q2	$63K	Hold	3,000	–	–	0.02%	396
2022 Q1	$71K	Hold	3,000	–	–	0.02%	377
2021 Q4	$73K	Hold	3,000	–	–	0.03%	357
2021 Q3	$67K	Hold	3,000	–	–	0.03%	350
2021 Q2	$68K	Hold	3,000	–	–	0.04%	321
2021 Q1	$65K	Hold	3,000	–	–	0.04%	318
2020 Q4	$60K	Hold	3,000	–	–	0.04%	309
2020 Q3	$52K	Hold	3,000	–	–	0.04%	303
2020 Q2	$50K	Hold	3,000	–	–	0.04%	308
2020 Q1	$45K	Buy	+3,000	New	+$55K	0.04%	273