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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.8M	Buy	409,323 +18,200	+5%	+$437K	1.75%	11
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

Matthew Hamilton Rosenberg increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 4.7% in Q3 2026, buying an estimated $437K and bringing the position to 409,323 shares worth $9.8M. The position accounts for 1.75% of the portfolio, ranked #11.

Matthew Hamilton Rosenberg first reported a position in SCHO in Q4 2022 and has held it in 16 quarters since. 276 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Matthew Hamilton Rosenberg held 409,323 shares of Schwab Short-Term US Treasury ETF worth $9.8M as of Q3 2026.
Matthew Hamilton Rosenberg bought 18,200 Schwab Short-Term US Treasury ETF shares in Q3 2026, an estimated $437K.
Schwab Short-Term US Treasury ETF made up 1.75% of Matthew Hamilton Rosenberg's portfolio in Q3 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 16 quarters since.
276 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

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