Matthew Hamilton Rosenberg’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$799K	Hold	35,282	–	–	0.15%	69
2026 Q1	$800K	Hold	35,282	–	–	0.16%	62
2025 Q4	$810K	Buy	35,282 +349	+1%	+$8.04K	0.17%	58
2025 Q3	$806K	Buy	34,933 +24	+0.1%	+$548	0.17%	58
2025 Q2	$795K	Buy	34,909 +30,778	+745%	+$687K	0.18%	55
2025 Q1	$92.8K	Buy	4,131 +136	+3%	+$3.02K	0.02%	329
2024 Q4	$88.2K	Buy	+3,995	New	+$89.8K	0.02%	332

Other funds holding SCHI

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q2 2026 at 35,282 shares worth $799K. The position accounts for 0.15% of the portfolio, ranked #69.

Matthew Hamilton Rosenberg first reported a position in SCHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $810K in Q4 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

Matthew Hamilton Rosenberg held 35,282 shares of Schwab 5-10 Year Corporate Bond ETF worth $799K as of Q2 2026.
Matthew Hamilton Rosenberg left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q2 2026.
Schwab 5-10 Year Corporate Bond ETF made up 0.15% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #69 holding.
Matthew Hamilton Rosenberg first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Matthew Hamilton Rosenberg's Schwab 5-10 Year Corporate Bond ETF position peaked at $810K in Q4 2025.
267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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