MHR
SCHR

Matthew Hamilton Rosenberg’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Matthew Hamilton Rosenberg’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.7K Hold
1,570
– – 0.01% 469
2026
Q1 		$39.1K Buy
1,570
+197
+14% +$4.94K 0.01% 460
2025
Q4 		$34.4K Hold
1,373
– – 0.01% 473
2025
Q3 		$34.5K Hold
1,373
– – 0.01% 470
2025
Q2 		$34.4K Hold
1,373
– – 0.01% 493
2025
Q1 		$34.1K Buy
1,373
+1,357
+8,481% +$33.2K 0.01% 479
2024
Q4 		$389 Hold
16
– – ﹤0.01% 783
2024
Q3 		$405 Hold
16
– – ﹤0.01% 804
2024
Q2 		$387 Hold
16
– – ﹤0.01% 768
2024
Q1 		$389 Hold
16
– – ﹤0.01% 808
2023
Q4 		$398 Hold
16
– – ﹤0.01% 831
2023
Q3 		$384 Hold
16
– – ﹤0.01% 834
2023
Q2 		$394 Buy
+16
New +$401 ﹤0.01% 855

Other funds holding SCHR

CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its Schwab Intermediately-Term US Treasury ETF (SCHR) position steady in Q2 2026 at 1,570 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #469.

Matthew Hamilton Rosenberg first reported a position in SCHR in Q2 2023 and has held it in 13 quarters since. The position peaked at $39.1K in Q1 2026. 101 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,570 shares of Schwab Intermediately-Term US Treasury ETF worth $38.7K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Schwab Intermediately-Term US Treasury ETF share count unchanged in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #469 holding.
  • Matthew Hamilton Rosenberg first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Matthew Hamilton Rosenberg's Schwab Intermediately-Term US Treasury ETF position peaked at $39.1K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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