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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
Q3 		$1.87M Sell
77,727
-1,263
-2% -$30.9K 0.34% 36
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

Hartline Investment Corp
Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return
BCG
BRIA Capital Group Wesley Chapel, Florida $147M AUM 19.54% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Yanni & Associates Investment Advisors
Yanni & Associates Investment Advisors Wexford, Pennsylvania $109M AUM 13.78% 1-Year Est. Return

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

Matthew Hamilton Rosenberg reduced its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 1.6% in Q3 2026, selling an estimated $30.9K and leaving 77,727 shares worth $1.87M. The position accounts for 0.34% of the portfolio, ranked #36.

Matthew Hamilton Rosenberg first reported a position in SCHJ in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.81M in Q1 2023. 50 funds tracked by Wall St. Rank hold SCHJ as of Q3 2026.

  • Matthew Hamilton Rosenberg held 77,727 shares of Schwab 1-5 Year Corporate Bond ETF worth $1.87M as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 1,263 Schwab 1-5 Year Corporate Bond ETF shares in Q3 2026, an estimated $30.9K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.34% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #36 holding.
  • Matthew Hamilton Rosenberg first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Matthew Hamilton Rosenberg's Schwab 1-5 Year Corporate Bond ETF position peaked at $3.81M in Q1 2023.
  • 50 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q3 2026.

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