Number of Shares
307,630.00
Current Holdings Value*
$7.49 Mil
% of Portfolio
1.88%
Total Estimate Gain
$-2.85 Mil
% of Total Estimate Gain
-27.62%

Rosenberg Matthew Hamilton's Schwab Short-Term U.S. Treasury ETF Holding Summary

As of 2025-03-31, Rosenberg Matthew Hamilton held 307,630.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $7.49 Mil. This investment constitutes 1.88% of their stock portfolio, and Rosenberg Matthew Hamilton now holds 0.07% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.

The initial trade took place in 2022Q4. And since then Rosenberg Matthew Hamilton has made 10 purchases of SCHO, at an average price of $33.56, for a total of 307,630.00 shares. Based on historical transaction data and SCHO's current price of $24.29, Rosenberg Matthew Hamilton's estimated gain on his SCHO holdings is $-2.85 Mil, reflecting a -27.62% gain to date.

Rosenberg Matthew Hamilton SCHO ($24.29) Holding Chart

Rosenberg Matthew Hamilton SCHO ($24.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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