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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.81M	Sell	265,490 -7,528	-3%	-$215K	1.46%	13
2026 Q1	$7M	Sell	273,018 -5,462	-2%	-$147K	1.43%	13
2025 Q4	$7.49M	Sell	278,480 -8,678	-3%	-$232K	1.55%	13
2025 Q3	$7.56M	Sell	287,158 -3,174	-1%	-$80.6K	1.64%	11
2025 Q2	$7.1M	Sell	290,332 -9,327	-3%	-$211K	1.65%	11
2025 Q1	$6.62M	Sell	299,659 -3,447	-1%	-$80.2K	1.66%	11
2024 Q4	$7.03M	Sell	303,106 -4,577	-1%	-$107K	1.83%	10
2024 Q3	$6.96M	Buy	307,683 +5,337	+2%	+$116K	1.82%	10
2024 Q2	$6.49M	Buy	302,346 +17,676	+6%	+$365K	1.92%	11
2024 Q1	$5.88M	Sell	284,670 -10,434	-4%	-$205K	1.7%	11
2023 Q4	$5.55M	Sell	295,104 -1,005	-0.3%	-$17.6K	1.71%	12
2023 Q3	$4.99M	Sell	296,109 -60,666	-17%	-$1.06M	1.66%	12
2023 Q2	$6.23M	Sell	356,775 -183,027	-34%	-$3.02M	2.11%	11
2023 Q1	$8.7M	Sell	539,802 -1,548	-0.3%	-$24.4K	2.81%	6
2022 Q4	$8.15M	Sell	541,350 -31,062	-5%	-$470K	2.76%	6
2022 Q3	$8.08M	Sell	572,412 -26,352	-4%	-$413K	3.12%	5
2022 Q2	$9.01M	Buy	598,764 +28,794	+5%	+$467K	3.4%	5
2022 Q1	$10.2M	Buy	569,970 +60,318	+12%	+$1.07M	3.58%	5
2021 Q4	$9.67M	Buy	509,652 +10,746	+2%	+$199K	3.44%	5
2021 Q3	$8.65M	Buy	498,906 +317,406	+175%	+$5.66M	3.42%	5
2021 Q2	$3.15M	Sell	181,500 -12	-0%	-$202	1.64%	13
2021 Q1	$2.91M	Buy	181,512 +6	+0%	+$94	1.66%	14
2020 Q4	$2.75M	Sell	181,506 -2,046	-1%	-$29.3K	1.72%	11
2020 Q3	$2.47M	Buy	183,552 +30,228	+20%	+$402K	1.81%	10
2020 Q2	$1.89M	Buy	153,324 +64,752	+73%	+$755K	1.51%	13
2020 Q1	$905K	Buy	+88,572	New	+$1.08M	0.9%	21

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Matthew Hamilton Rosenberg reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q2 2026, selling an estimated $215K and leaving 265,490 shares worth $7.81M. The position accounts for 1.46% of the portfolio, ranked #13.

Matthew Hamilton Rosenberg first reported a position in SCHX in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.2M in Q1 2022. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Matthew Hamilton Rosenberg held 265,490 shares of Schwab US Large- Cap ETF worth $7.81M as of Q2 2026.
Matthew Hamilton Rosenberg sold 7,528 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $215K.
Schwab US Large- Cap ETF made up 1.46% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #13 holding.
Matthew Hamilton Rosenberg first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Schwab US Large- Cap ETF position peaked at $10.2M in Q1 2022.
468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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