Matthew Hamilton Rosenberg’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.44M Buy
391,123
+5,119
+1% +$124K 1.76% 11
2026
Q1
$9.37M Buy
386,004
+23,163
+6% +$564K 1.92% 10
2025
Q4
$8.84M Buy
362,841
+55,292
+18% +$1.35M 1.83% 10
2025
Q3
$7.5M Buy
307,549
+64,891
+27% +$1.58M 1.62% 12
2025
Q2
$5.92M Sell
242,658
-64,972
-21% -$1.58M 1.38% 12
2025
Q1
$7.49M Buy
307,630
+26,480
+9% +$641K 1.88% 10
2024
Q4
$6.76M Buy
281,150
+16,782
+6% +$406K 1.76% 11
2024
Q3
$6.47M Buy
264,368
+25,166
+11% +$612K 1.69% 12
2024
Q2
$5.73M Buy
239,202
+17,374
+8% +$417K 1.69% 12
2024
Q1
$5.32M Buy
221,828
+12,636
+6% +$305K 1.54% 13
2023
Q4
$5.07M Buy
209,192
+9,932
+5% +$238K 1.56% 13
2023
Q3
$4.77M Buy
199,260
+24,838
+14% +$595K 1.59% 14
2023
Q2
$4.19M Buy
174,422
+51,602
+42% +$1.25M 1.42% 13
2023
Q1
$3M Buy
122,820
+44,206
+56% +$1.07M 0.97% 19
2022
Q4
$1.9M Buy
+78,614
New +$1.9M 0.64% 24

Other funds holding SCHO

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

Matthew Hamilton Rosenberg increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.3% in Q2 2026, buying an estimated $124K and bringing the position to 391,123 shares worth $9.44M. The position accounts for 1.76% of the portfolio, ranked #11.

Matthew Hamilton Rosenberg first reported a position in SCHO in Q4 2022 and has held it in 15 quarters since. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

  • Matthew Hamilton Rosenberg held 391,123 shares of Schwab Short-Term US Treasury ETF worth $9.44M as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 5,119 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $124K.
  • Schwab Short-Term US Treasury ETF made up 1.76% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #11 holding.
  • Matthew Hamilton Rosenberg first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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