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 Q3	$730K	Buy	22,430 +888	+4%	+$29.9K	0.13%	81
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

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

Matthew Hamilton Rosenberg increased its Schwab US Dividend Equity ETF (SCHD) stake by 4.1% in Q3 2026, buying an estimated $29.9K and bringing the position to 22,430 shares worth $730K. 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 26 quarters since. 1,084 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Matthew Hamilton Rosenberg held 22,430 shares of Schwab US Dividend Equity ETF worth $730K as of Q3 2026.
Matthew Hamilton Rosenberg bought 888 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $29.9K.
Schwab US Dividend Equity ETF made up 0.13% of Matthew Hamilton Rosenberg's portfolio in Q3 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 26 quarters since.
1,084 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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