Matthew Hamilton Rosenberg’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Sell |
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|
2025
Q1 | $6.62M | Sell |
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|
2024
Q4 | $7.03M | Sell |
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|
2024
Q3 | $6.96M | Buy |
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|
2024
Q2 | $6.49M | Buy |
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|
2024
Q1 | $5.88M | Sell |
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|
2023
Q4 | $5.55M | Sell |
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|
2023
Q3 | $4.99M | Sell |
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|
2023
Q2 | $6.23M | Sell |
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|
2023
Q1 | $8.7M | Sell |
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|
2022
Q4 | $8.15M | Sell |
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|
2022
Q3 | $8.08M | Sell |
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|
2022
Q2 | $9.01M | Buy |
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|
2022
Q1 | $10.2M | Buy |
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|
2021
Q4 | $9.67M | Buy |
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|
2021
Q3 | $8.65M | Buy |
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|
2021
Q2 | $3.15M | Sell |
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|
2021
Q1 | $2.91M | Buy |
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|
2020
Q4 | $2.75M | Sell |
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|
2020
Q3 | $2.47M | Buy |
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|
2020
Q2 | $1.89M | Buy |
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|
2020
Q1 | $905K | Buy |
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