Matthew Hamilton Rosenberg’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.5K	Hold	930	–	–	﹤0.01%	548
2026 Q1	$21.6K	Hold	930	–	–	﹤0.01%	536
2025 Q4	$21.7K	Hold	930	–	–	﹤0.01%	531
2025 Q3	$21.8K	Hold	930	–	–	﹤0.01%	525
2025 Q2	$21.6K	Sell	930 -4	-0.4%	-$92	0.01%	550
2025 Q1	$21.6K	Hold	934	–	–	0.01%	526
2024 Q4	$21.2K	Hold	934	–	–	0.01%	533
2024 Q3	$22.2K	Hold	934	–	–	0.01%	536
2024 Q2	$21.1K	Hold	934	–	–	0.01%	521
2024 Q1	$21.3K	Hold	934	–	–	0.01%	535
2023 Q4	$21.8K	Hold	934	–	–	0.01%	535
2023 Q3	$20.7K	Hold	934	–	–	0.01%	530
2023 Q2	$21.6K	Hold	934	–	–	0.01%	534
2023 Q1	$21.9K	Hold	934	–	–	0.01%	575
2022 Q4	$21.3K	Hold	934	–	–	0.01%	567
2022 Q3	$21K	Sell	934 -1,870	-67%	-$44.5K	0.01%	561
2022 Q2	$68K	Hold	2,804	–	–	0.03%	382
2022 Q1	$71K	Sell	2,804 -284	-9%	-$7.38K	0.02%	378
2021 Q4	$83K	Buy	3,088 +1,218	+65%	+$32.9K	0.03%	334
2021 Q3	$51K	Hold	1,870	–	–	0.02%	392
2021 Q2	$51K	Hold	1,870	–	–	0.03%	355
2021 Q1	$50K	Hold	1,870	–	–	0.03%	349
2020 Q4	$52K	Hold	1,870	–	–	0.03%	326
2020 Q3	$52K	Hold	1,870	–	–	0.04%	304
2020 Q2	$53K	Hold	1,870	–	–	0.04%	298
2020 Q1	$51K	Buy	+1,870	New	+$50.5K	0.05%	253

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KBFS

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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Matthew Hamilton Rosenberg held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 930 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Matthew Hamilton Rosenberg first reported a position in SCHZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $83K in Q4 2021. 667 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

Matthew Hamilton Rosenberg held 930 shares of Schwab US Aggregate Bond ETF worth $21.5K as of Q2 2026.
Matthew Hamilton Rosenberg left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #548 holding.
Matthew Hamilton Rosenberg first reported a position in Schwab US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Schwab US Aggregate Bond ETF position peaked at $83K in Q4 2021.
667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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