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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
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

R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MBFW
Morton Brown Family Wealth Allentown, Pennsylvania $441M AUM 20.82% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Matthew Hamilton Rosenberg's SCHB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its Schwab US Broad Market ETF (SCHB) stake by 0.12% in Q2 2026, selling an estimated $4.79K and leaving 145,486 shares worth $4.21M. The position accounts for 0.78% of the portfolio, ranked #18.

Matthew Hamilton Rosenberg first reported a position in SCHB in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.47M in Q4 2024. 434 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Matthew Hamilton Rosenberg held 145,486 shares of Schwab US Broad Market ETF worth $4.21M as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 171 Schwab US Broad Market ETF shares in Q2 2026, an estimated $4.79K.
  • Schwab US Broad Market ETF made up 0.78% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #18 holding.
  • Matthew Hamilton Rosenberg first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 25 quarters since.
  • Matthew Hamilton Rosenberg's Schwab US Broad Market ETF position peaked at $4.47M in Q4 2024.
  • 434 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.