Matthew Hamilton Rosenberg’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28.8M	Buy	1,047,514 +61,815	+6%	+$1.72M	5.15%	5
2026 Q2	$27.3M	Buy	985,699 +62,258	+7%	+$1.68M	5.09%	5
2026 Q1	$22.9M	Buy	923,441 +8,352	+0.9%	+$212K	4.68%	6
2025 Q4	$22M	Buy	915,089 +33,314	+4%	+$792K	4.56%	6
2025 Q3	$20.5M	Buy	881,775 +43,178	+5%	+$975K	4.44%	6
2025 Q2	$18.5M	Buy	838,597 +57,265	+7%	+$1.19M	4.31%	6
2025 Q1	$15.5M	Buy	781,332 +91,113	+13%	+$1.79M	3.88%	6
2024 Q4	$12.8M	Buy	690,219 +37,159	+6%	+$725K	3.32%	6
2024 Q3	$13.4M	Buy	653,060 +109,744	+20%	+$2.17M	3.51%	6
2024 Q2	$10.4M	Buy	543,316 +36,128	+7%	+$699K	3.08%	6
2024 Q1	$9.85M	Buy	507,188 +23,566	+5%	+$441K	2.85%	7
2023 Q4	$8.94M	Buy	483,622 +53,622	+12%	+$930K	2.75%	7
2023 Q3	$7.3M	Buy	430,000 +10,220	+2%	+$181K	2.43%	8
2023 Q2	$7.48M	Buy	419,780 +39,162	+10%	+$695K	2.53%	6
2023 Q1	$6.62M	Buy	380,618 +23,320	+7%	+$399K	2.14%	11
2022 Q4	$5.75M	Buy	357,298 +69,002	+24%	+$1.08M	1.95%	11
2022 Q3	$4.05M	Sell	288,296 -59,954	-17%	-$941K	1.57%	12
2022 Q2	$5.49M	Buy	348,250 +32,012	+10%	+$545K	2.07%	10
2022 Q1	$5.81M	Buy	316,238 +101,270	+47%	+$1.88M	2.03%	11
2021 Q4	$4.18M	Buy	214,968 +32,980	+18%	+$648K	1.49%	14
2021 Q3	$3.52M	Buy	181,988 +17,176	+10%	+$342K	1.39%	16
2021 Q2	$3.25M	Buy	164,812 +10,220	+7%	+$202K	1.69%	11
2021 Q1	$2.91M	Buy	154,592 +20,602	+15%	+$384K	1.66%	13
2020 Q4	$2.41M	Buy	133,990 +17,472	+15%	+$295K	1.51%	14
2020 Q3	$1.83M	Buy	116,518 +18,312	+19%	+$288K	1.34%	14
2020 Q2	$1.46M	Buy	98,206 +93,206	+1,864%	+$1.31M	1.16%	16
2020 Q1	$65K	Buy	+5,000	New	+$76.9K	0.06%	212

Other funds holding SCHF

OWM

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

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

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

Matthew Hamilton Rosenberg increased its Schwab International Equity ETF (SCHF) stake by 6.3% in Q3 2026, buying an estimated $1.72M and bringing the position to 1,047,514 shares worth $28.8M. The position accounts for 5.15% of the portfolio, ranked #5.

Matthew Hamilton Rosenberg first reported a position in SCHF in Q1 2020 and has held it in 27 quarters since. 227 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

Matthew Hamilton Rosenberg held 1,047,514 shares of Schwab International Equity ETF worth $28.8M as of Q3 2026.
Matthew Hamilton Rosenberg bought 61,815 Schwab International Equity ETF shares in Q3 2026, an estimated $1.72M.
Schwab International Equity ETF made up 5.15% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #5 holding.
Matthew Hamilton Rosenberg first reported a position in Schwab International Equity ETF in Q1 2020 and has held it in 27 quarters since.
227 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

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