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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
Q3 		$7.83M Sell
260,977
-4,513
-2% -$135K 1.4% 12
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 		$9M 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 		$9.7M 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 		$3.14M 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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

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

Matthew Hamilton Rosenberg reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q3 2026, selling an estimated $135K and leaving 260,977 shares worth $7.83M. The position accounts for 1.4% of the portfolio, ranked #12.

Matthew Hamilton Rosenberg first reported a position in SCHX in Q1 2020 and has held it in 27 quarters since. The position peaked at $10.2M in Q1 2022. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Matthew Hamilton Rosenberg held 260,977 shares of Schwab US Large- Cap ETF worth $7.83M as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 4,513 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $135K.
  • Schwab US Large- Cap ETF made up 1.4% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #12 holding.
  • Matthew Hamilton Rosenberg first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Schwab US Large- Cap ETF position peaked at $10.2M in Q1 2022.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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