Matthew Hamilton Rosenberg’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.6K	Hold	657	–	–	﹤0.01%	541
2026 Q2	$22.2K	Hold	657	–	–	﹤0.01%	546
2026 Q1	$19.1K	Hold	657	–	–	﹤0.01%	546
2025 Q4	$21.4K	Hold	657	–	–	﹤0.01%	535
2025 Q3	$21K	Hold	657	–	–	﹤0.01%	535
2025 Q2	$19.2K	Hold	657	–	–	﹤0.01%	568
2025 Q1	$16.5K	Hold	657	–	–	﹤0.01%	566
2024 Q4	$18.3K	Buy	+657	New	+$18K	﹤0.01%	549
2022 Q2	–	Sell	-16,512	Closed	-$309K	–	808
2022 Q1	$309K	Hold	16,512	–	–	0.11%	114
2021 Q4	$338K	Hold	16,512	–	–	0.12%	103
2021 Q3	$306K	Hold	16,512	–	–	0.12%	108
2021 Q2	$301K	Hold	16,512	–	–	0.16%	78
2021 Q1	$268K	Hold	16,512	–	–	0.15%	87
2020 Q4	$265K	Hold	16,512	–	–	0.17%	73
2020 Q3	$238K	Hold	16,512	–	–	0.17%	75
2020 Q2	$210K	Hold	16,512	–	–	0.17%	78
2020 Q1	$165K	Buy	+16,512	New	+$188K	0.16%	66

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 657 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Matthew Hamilton Rosenberg first reported a position in SCHG in Q1 2020 and has held it in 17 quarters since. The position peaked at $338K in Q4 2021. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Matthew Hamilton Rosenberg held 657 shares of Schwab US Large-Cap Growth ETF worth $23.6K as of Q3 2026.
Matthew Hamilton Rosenberg left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #541 holding.
Matthew Hamilton Rosenberg first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 17 quarters since.
Matthew Hamilton Rosenberg's Schwab US Large-Cap Growth ETF position peaked at $338K in Q4 2021.
1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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