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 Q3	$842K	Buy	39,295 +4,013	+11%	+$88.9K	0.15%	70
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 $67.2B AUM 18.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return

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

BCG

BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

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

Matthew Hamilton Rosenberg increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 11% in Q3 2026, buying an estimated $88.9K and bringing the position to 39,295 shares worth $842K. The position accounts for 0.15% of the portfolio, ranked #70.

Matthew Hamilton Rosenberg first reported a position in SCHI in Q4 2024 and has held it in 8 quarters since. 199 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

Matthew Hamilton Rosenberg held 39,295 shares of Schwab 5-10 Year Corporate Bond ETF worth $842K as of Q3 2026.
Matthew Hamilton Rosenberg bought 4,013 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2026, an estimated $88.9K.
Schwab 5-10 Year Corporate Bond ETF made up 0.15% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #70 holding.
Matthew Hamilton Rosenberg first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
199 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

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