Matthew Hamilton Rosenberg’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$104K	Hold	3,000	–	–	0.02%	337
2026 Q1	$91.5K	Hold	3,000	–	–	0.02%	340
2025 Q4	$88.8K	Hold	3,000	–	–	0.02%	345
2025 Q3	$87.3K	Hold	3,000	–	–	0.02%	353
2025 Q2	$83K	Hold	3,000	–	–	0.02%	368
2025 Q1	$79.7K	Hold	3,000	–	–	0.02%	348
2024 Q4	$78.2K	Hold	3,000	–	–	0.02%	349
2024 Q3	$80.4K	Hold	3,000	–	–	0.02%	356
2024 Q2	$73.7K	Hold	3,000	–	–	0.02%	355
2024 Q1	$75.6K	Hold	3,000	–	–	0.02%	370
2023 Q4	$70.1K	Hold	3,000	–	–	0.02%	374
2023 Q3	$64.5K	Hold	3,000	–	–	0.02%	373
2023 Q2	$67.1K	Hold	3,000	–	–	0.02%	380
2023 Q1	$65.6K	Hold	3,000	–	–	0.02%	404
2022 Q4	$66K	Hold	3,000	–	–	0.02%	395
2022 Q3	$59K	Hold	3,000	–	–	0.02%	396
2022 Q2	$63K	Hold	3,000	–	–	0.02%	396
2022 Q1	$71K	Hold	3,000	–	–	0.02%	377
2021 Q4	$73K	Hold	3,000	–	–	0.03%	357
2021 Q3	$67K	Hold	3,000	–	–	0.03%	350
2021 Q2	$68K	Hold	3,000	–	–	0.04%	321
2021 Q1	$65K	Hold	3,000	–	–	0.04%	318
2020 Q4	$60K	Hold	3,000	–	–	0.04%	309
2020 Q3	$52K	Hold	3,000	–	–	0.04%	303
2020 Q2	$50K	Hold	3,000	–	–	0.04%	308
2020 Q1	$45K	Buy	+3,000	New	+$55K	0.04%	273

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 3,000 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #337.

Matthew Hamilton Rosenberg first reported a position in SCHV in Q1 2020 and has held it in 26 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Matthew Hamilton Rosenberg held 3,000 shares of Schwab US Large-Cap Value ETF worth $104K as of Q2 2026.
Matthew Hamilton Rosenberg left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Value ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #337 holding.
Matthew Hamilton Rosenberg first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 26 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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