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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
Q3 		$48.4K Buy
2,041
+471
+30% +$11.4K 0.01% 452
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Cornerstone Wealth Advisors
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Beacon Wealthcare LLC
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

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

Matthew Hamilton Rosenberg increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 30% in Q3 2026, buying an estimated $11.4K and bringing the position to 2,041 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #452.

Matthew Hamilton Rosenberg first reported a position in SCHR in Q2 2023 and has held it in 14 quarters since. 149 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,041 shares of Schwab Intermediately-Term US Treasury ETF worth $48.4K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 471 Schwab Intermediately-Term US Treasury ETF shares in Q3 2026, an estimated $11.4K.
  • Schwab Intermediately-Term US Treasury ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #452 holding.
  • Matthew Hamilton Rosenberg first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2023 and has held it in 14 quarters since.
  • 149 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

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