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Matthew Hamilton Rosenberg’s Schwab US Broad Market ETF SCHB Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.25M Sell
145,091
-395
-0.3% -$11.6K 0.76% 19
2026
Q2 		$4.21M Sell
145,486
-171
-0.1% -$4.79K 0.78% 18
2026
Q1 		$3.66M Sell
145,657
-9,756
-6% -$256K 0.75% 18
2025
Q4 		$4.08M Sell
155,413
-1,135
-0.7% -$29.5K 0.84% 18
2025
Q3 		$4.02M Sell
156,548
-1,275
-0.8% -$31.6K 0.87% 19
2025
Q2 		$3.76M Sell
157,823
-39,097
-20% -$861K 0.87% 17
2025
Q1 		$4.24M Sell
196,920
-164
-0.1% -$3.73K 1.06% 15
2024
Q4 		$4.47M Sell
197,084
-2,182
-1% -$49.8K 1.16% 15
2024
Q3 		$4.42M Buy
199,266
+633
+0.3% +$13.5K 1.16% 15
2024
Q2 		$4.17M Sell
198,633
-10,245
-5% -$208K 1.23% 15
2024
Q1 		$4.24M Sell
208,878
-2,238
-1% -$43.3K 1.23% 16
2023
Q4 		$3.92M Buy
211,116
+4,377
+2% +$75.6K 1.21% 16
2023
Q3 		$3.44M Sell
206,739
-651
-0.3% -$11.3K 1.14% 16
2023
Q2 		$3.57M Sell
207,390
-25,821
-11% -$421K 1.21% 16
2023
Q1 		$3.72M Sell
233,211
-1,113
-0.5% -$17.4K 1.2% 16
2022
Q4 		$3.5M Buy
234,324
+48,864
+26% +$734K 1.19% 16
2022
Q3 		$2.6M Buy
185,460
+100,590
+119% +$1.56M 1% 19
2022
Q2 		$1.26M Sell
84,870
-14,511
-15% -$233K 0.48% 32
2022
Q1 		$1.77M Buy
99,381
+17,259
+21% +$303K 0.62% 28
2021
Q4 		$1.55M Buy
82,122
+50,424
+159% +$928K 0.55% 30
2021
Q3 		$549K Sell
31,698
-876
-3% -$15.6K 0.22% 55
2021
Q2 		$566K Buy
32,574
+2,388
+8% +$40.4K 0.29% 40
2021
Q1 		$487K Buy
30,186
+16,422
+119% +$259K 0.28% 44
2020
Q4 		$209K Buy
13,764
+3,696
+37% +$52.6K 0.13% 103
2020
Q3 		$134K Buy
10,068
+2,886
+40% +$37.9K 0.1% 139
2020
Q2 		$88K Buy
+7,182
New +$82.8K 0.07% 219

Other funds holding SCHB

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Matthew Hamilton Rosenberg's SCHB Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Schwab US Broad Market ETF (SCHB) stake by 0.27% in Q3 2026, selling an estimated $11.6K and leaving 145,091 shares worth $4.25M. The position accounts for 0.76% of the portfolio, ranked #19.

Matthew Hamilton Rosenberg first reported a position in SCHB in Q2 2020 and has held it in 26 quarters since. The position peaked at $4.47M in Q4 2024. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Matthew Hamilton Rosenberg held 145,091 shares of Schwab US Broad Market ETF worth $4.25M as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 395 Schwab US Broad Market ETF shares in Q3 2026, an estimated $11.6K.
  • Schwab US Broad Market ETF made up 0.76% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #19 holding.
  • Matthew Hamilton Rosenberg first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Schwab US Broad Market ETF position peaked at $4.47M in Q4 2024.
  • 698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.