Matthew Hamilton Rosenberg’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.95M	Sell	78,990 -131	-0.2%	-$3.23K	0.36%	31
2026 Q1	$1.96M	Sell	79,121 -561	-0.7%	-$14K	0.4%	31
2025 Q4	$1.98M	Sell	79,682 -1,942	-2%	-$48.4K	0.41%	28
2025 Q3	$2.04M	Buy	81,624 +8	+0%	+$199	0.44%	27
2025 Q2	$2.02M	Sell	81,616 -15,840	-16%	-$389K	0.47%	26
2025 Q1	$2.4M	Sell	97,456 -7,163	-7%	-$175K	0.6%	24
2024 Q4	$2.55M	Sell	104,619 -6,481	-6%	-$159K	0.66%	24
2024 Q3	$2.76M	Sell	111,100 -976	-0.9%	-$23.9K	0.72%	21
2024 Q2	$2.69M	Buy	112,076 +2,140	+2%	+$51.4K	0.8%	20
2024 Q1	$2.64M	Sell	109,936 -1,730	-2%	-$41.7K	0.76%	21
2023 Q4	$2.7M	Sell	111,666 -172	-0.2%	-$4.07K	0.83%	21
2023 Q3	$2.63M	Sell	111,838 -10,402	-9%	-$245K	0.87%	21
2023 Q2	$2.89M	Sell	122,240 -38,166	-24%	-$906K	0.98%	19
2023 Q1	$3.81M	Buy	160,406 +1,314	+0.8%	+$31.1K	1.23%	14
2022 Q4	$3.73M	Buy	159,092 +34,734	+28%	+$809K	1.26%	14
2022 Q3	$2.88M	Buy	+124,358	New	+$2.95M	1.11%	17

Other funds holding SCHJ

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YAIA

Yanni & Associates Investment Advisors Wexford, Pennsylvania $108M AUM

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

FFG

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LAIC

Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

Matthew Hamilton Rosenberg reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 0.17% in Q2 2026, selling an estimated $3.23K and leaving 78,990 shares worth $1.95M. The position accounts for 0.36% of the portfolio, ranked #31.

Matthew Hamilton Rosenberg first reported a position in SCHJ in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.81M in Q1 2023. 24 funds tracked by Wall St. Rank hold SCHJ as of Q2 2026.

Matthew Hamilton Rosenberg held 78,990 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.95M as of Q2 2026.
Matthew Hamilton Rosenberg sold 131 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2026, an estimated $3.23K.
Schwab 1-5 Year Corporate Bond ETF made up 0.36% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #31 holding.
Matthew Hamilton Rosenberg first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Matthew Hamilton Rosenberg's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.81M in Q1 2023.
24 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2026.

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