Rosenberg Matthew Hamilton Schwab Strategic Tr Us Broad M Transaction History

Rosenberg Matthew Hamilton

$426 Million
Q2 2025

A detailed history of Rosenberg Matthew Hamilton transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Rosenberg Matthew Hamilton holds 157,823 shares of SCHB stock, worth $4.06 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

157,823

Previous 196,920 19.85%

Holding current value

$4.06 Million

Previous $4.24 Million 11.3%

% of portfolio

0.88%

Previous 1.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$19.1 - $23.83 $746,752 - $931,681	-39,097 Reduced 19.85%	157,823 $3.76 Million
Q1 2025 Apr 28, 2025	SELL	$21.23 - $23.75 $3,481 - $3,895	-164 Reduced 0.08%	196,920 $4.24 Million
Q4 2024 Jan 13, 2025	BUY	$22.01 - $66.82 $2.88 Million - $8.73 Million	130,662 Added 196.71%	197,084 $4.47 Million
Q3 2024 Oct 28, 2024	BUY	$59.93 - $66.52 $12,645 - $14,035	211 Added 0.32%	66,422 $4.42 Million
Q2 2024 Jul 26, 2024	SELL	$57.57 - $63.3 $196,601 - $216,169	-3,415 Reduced 4.9%	66,211 $4.16 Million
Q1 2024 Apr 19, 2024	SELL	$54.61 - $61.05 $40,739 - $45,543	-746 Reduced 1.06%	69,626 $4.25 Million
Q4 2023 Jan 12, 2024	BUY	$47.61 - $55.91 $69,462 - $81,572	1,459 Added 2.12%	70,372 $3.92 Million
Q3 2023 Oct 11, 2023	SELL	$49.59 - $53.57 $10,761 - $11,624	-217 Reduced 0.31%	68,913 $3.44 Million
Q2 2023 Jul 26, 2023	SELL	$47.08 - $51.7 $405,217 - $444,981	-8,607 Reduced 11.07%	69,130 $3.57 Million
Q1 2023 Apr 17, 2023	SELL	$44.47 - $49.23 $16,498 - $18,264	-371 Reduced 0.47%	77,737 $3.72 Million
Q4 2022 Jan 18, 2023	BUY	$41.94 - $47.81 $683,118 - $778,729	16,288 Added 26.35%	78,108 $0
Q3 2022 Oct 21, 2022	BUY	$41.99 - $50.63 $1.41 Million - $1.7 Million	33,530 Added 118.52%	61,820 $2.6 Million
Q2 2022 Jul 15, 2022	SELL	$42.93 - $53.98 $207,652 - $261,101	-4,837 Reduced 14.6%	28,290 $1.26 Million
Q1 2022 Apr 14, 2022	BUY	$49.15 - $56.85 $955,476 - $1.11 Million	19,440 Added 142.03%	33,127 $1.77 Million
Q4 2021 Jan 20, 2022	BUY	$51.87 - $56.86 $435,915 - $477,851	8,404 Added 159.08%	13,687 $1.55 Million
Q3 2021 Oct 12, 2021	SELL	$51.32 - $54.83 $7,492 - $8,005	-146 Reduced 2.69%	5,283 $549,000
Q2 2021 Jul 26, 2021	BUY	$48.92 - $52.14 $19,470 - $20,751	398 Added 7.91%	5,429 $566,000
Q1 2021 Apr 30, 2021	BUY	$44.89 - $48.81 $122,863 - $133,592	2,737 Added 119.31%	5,031 $487,000
Q4 2020 Feb 03, 2021	BUY	$39.03 - $45.5 $24,042 - $28,028	616 Added 36.71%	2,294 $209,000
Q3 2020 Oct 16, 2020	BUY	$36.93 - $42.52 $17,763 - $20,452	481 Added 40.18%	1,678 $134,000
Q2 2020 Aug 04, 2020	BUY	$28.84 - $38.49 $34,521 - $46,072	1,197 New	1,197 $88,000

Others Institutions Holding SCHB

# of Institutions

1,350

Shares Held

565M

Call Options Held

500K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rosenberg Matthew Hamilton, based on Form 13F filings with the SEC.

News

Stay updated on Rosenberg Matthew Hamilton with notifications on news.

Account

Rosenberg Matthew Hamilton Schwab Strategic Tr Us Broad M Transaction History