Matthew Hamilton Rosenberg’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$45K | 0.04% | 273 |
|