Matthew Hamilton Rosenberg’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$711K	Buy	19,498 +265	+1%	+$9.7K	0.13%	83
2026 Q2	$697K	Hold	19,233	–	–	0.13%	79
2026 Q1	$634K	Hold	19,233	–	–	0.13%	70
2025 Q4	$630K	Sell	19,233 -31	-0.2%	-$1.03K	0.13%	73
2025 Q3	$643K	Hold	19,264	–	–	0.14%	69
2025 Q2	$581K	Sell	19,264 -172	-0.9%	-$4.87K	0.14%	72
2025 Q1	$536K	Sell	19,436 -158	-0.8%	-$4.32K	0.13%	72
2024 Q4	$522K	Sell	19,594 -1,996	-9%	-$56.4K	0.14%	72
2024 Q3	$630K	Sell	21,590 -112	-0.5%	-$3.03K	0.16%	66
2024 Q2	$578K	Sell	21,702 -59	-0.3%	-$1.54K	0.17%	64
2024 Q1	$552K	Sell	21,761 -1,264	-5%	-$31.1K	0.16%	66
2023 Q4	$571K	Sell	23,025 -154	-0.7%	-$3.7K	0.18%	61
2023 Q3	$555K	Sell	23,179 -282	-1%	-$6.98K	0.18%	58
2023 Q2	$578K	Sell	23,461 -2,475	-10%	-$60.5K	0.2%	58
2023 Q1	$636K	Sell	25,936 -10,208	-28%	-$253K	0.21%	59
2022 Q4	$856K	Sell	36,144 -332	-0.9%	-$7.73K	0.29%	49
2022 Q3	$817K	Sell	36,476 -5,730	-14%	-$142K	0.32%	46
2022 Q2	$1.07M	Buy	42,206 +1,650	+4%	+$43.1K	0.4%	39
2022 Q1	$1.13M	Buy	40,556 +533	+1%	+$15.4K	0.39%	40
2021 Q4	$1.18M	Sell	40,023 -24	-0.1%	-$733	0.42%	37
2021 Q3	$1.22M	Buy	40,047 +219	+0.5%	+$6.84K	0.48%	35
2021 Q2	$1.31M	Sell	39,828 -2,828	-7%	-$91.7K	0.68%	23
2021 Q1	$1.36M	Sell	42,656 -3	-0%	-$98	0.77%	22
2020 Q4	$1.31M	Sell	42,659 -3	-0%	-$87	0.82%	21
2020 Q3	$1.14M	Buy	42,662 +1,877	+5%	+$50.1K	0.84%	21
2020 Q2	$993K	Buy	40,785 +25,785	+172%	+$586K	0.79%	21
2020 Q1	$311K	Buy	+15,000	New	+$375K	0.31%	41

Other funds holding SCHE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Matthew Hamilton Rosenberg increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.4% in Q3 2026, buying an estimated $9.7K and bringing the position to 19,498 shares worth $711K. The position accounts for 0.13% of the portfolio, ranked #83.

Matthew Hamilton Rosenberg first reported a position in SCHE in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.36M in Q1 2021. 809 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Matthew Hamilton Rosenberg held 19,498 shares of Schwab Emerging Markets Equity ETF worth $711K as of Q3 2026.
Matthew Hamilton Rosenberg bought 265 Schwab Emerging Markets Equity ETF shares in Q3 2026, an estimated $9.7K.
Schwab Emerging Markets Equity ETF made up 0.13% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #83 holding.
Matthew Hamilton Rosenberg first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's Schwab Emerging Markets Equity ETF position peaked at $1.36M in Q1 2021.
809 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

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