Matthew Hamilton Rosenberg’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$683K	Sell	21,542 -1,899	-8%	-$60.2K	0.13%	81
2026 Q1	$719K	Sell	23,441 -291	-1%	-$8.83K	0.15%	65
2025 Q4	$651K	Hold	23,732	–	–	0.13%	69
2025 Q3	$648K	Buy	23,732 +4,839	+26%	+$132K	0.14%	67
2025 Q2	$501K	Buy	18,893 +3,752	+25%	+$98K	0.12%	86
2025 Q1	$423K	Buy	15,141 +313	+2%	+$8.72K	0.11%	87
2024 Q4	$405K	Sell	14,828 -2,302	-13%	-$65.4K	0.11%	89
2024 Q3	$483K	Buy	17,130 +3,009	+21%	+$82K	0.13%	79
2024 Q2	$364K	Sell	14,121 -387	-3%	-$10.1K	0.11%	97
2024 Q1	$388K	Sell	14,508 -5,331	-27%	-$138K	0.11%	91
2023 Q4	$503K	Hold	19,839	–	–	0.15%	68
2023 Q3	$468K	Hold	19,839	–	–	0.16%	65
2023 Q2	$480K	Sell	19,839 -297	-1%	-$7.1K	0.16%	68
2023 Q1	$491K	Hold	20,136	–	–	0.16%	72
2022 Q4	$507K	Buy	20,136 +6,891	+52%	+$170K	0.17%	68
2022 Q3	$293K	Buy	13,245 +279	+2%	+$6.78K	0.11%	109
2022 Q2	$312K	Hold	12,966	–	–	0.12%	105
2022 Q1	$341K	Hold	12,966	–	–	0.12%	104
2021 Q4	$349K	Hold	12,966	–	–	0.12%	101
2021 Q3	$321K	Hold	12,966	–	–	0.13%	101
2021 Q2	$327K	Hold	12,966	–	–	0.17%	68
2021 Q1	$315K	Hold	12,966	–	–	0.18%	64
2020 Q4	$277K	Buy	12,966 +3,681	+40%	+$74.6K	0.17%	68
2020 Q3	$171K	Buy	9,285 +114	+1%	+$2.1K	0.13%	106
2020 Q2	$158K	Buy	+9,171	New	+$155K	0.13%	106

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Matthew Hamilton Rosenberg reduced its Schwab US Dividend Equity ETF (SCHD) stake by 8.1% in Q2 2026, selling an estimated $60.2K and leaving 21,542 shares worth $683K. The position accounts for 0.13% of the portfolio, ranked #81.

Matthew Hamilton Rosenberg first reported a position in SCHD in Q2 2020 and has held it in 25 quarters since. The position peaked at $719K in Q1 2026. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Matthew Hamilton Rosenberg held 21,542 shares of Schwab US Dividend Equity ETF worth $683K as of Q2 2026.
Matthew Hamilton Rosenberg sold 1,899 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $60.2K.
Schwab US Dividend Equity ETF made up 0.13% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #81 holding.
Matthew Hamilton Rosenberg first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and has held it in 25 quarters since.
Matthew Hamilton Rosenberg's Schwab US Dividend Equity ETF position peaked at $719K in Q1 2026.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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