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Rosenberg Matthew Hamilton: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rosenberg Matthew Hamilton on SCHB, newest first. How the timeline and the estimate are built.

Rosenberg Matthew Hamilton held 145,091 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 145,091 shares
    Change vs previous 13F -395 shares

    0.76% of the 13F portfolio, value $4,252,617.

    13F-HR 0001812103-26-000005 filed by Rosenberg Matthew Hamilton
    Accepted , ingested

  2. period ended2026-06-30
    13F 145,486 shares
    Change vs previous 13F -171 shares

    0.78% of the 13F portfolio, value $4,213,275.

    13F-HR 0001812103-26-000003 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 145,657 shares
    Change vs previous 13F -9,756 shares

    0.75% of the 13F portfolio, value $3,655,991.

    13F-HR 0001812103-26-000002 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 155,413 shares
    Change vs previous 13F -1,135 shares

    0.84% of the 13F portfolio, value $4,076,483.

    13F-HR 0001812103-26-000001 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 156,548 shares
    Change vs previous 13F -1,275 shares

    0.87% of the 13F portfolio, value $4,024,849.

    13F-HR 0001812103-25-000006 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 157,823 shares
    Change vs previous 13F -39,097 shares

    0.87% of the 13F portfolio, value $3,760,922.

    13F-HR 0001812103-25-000004 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 196,920 shares
    Change vs previous 13F -164 shares

    1.06% of the 13F portfolio, value $4,239,688.

    13F-HR 0001812103-25-000003 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 197,084 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $4,473,807.

    13F-HR 0001812103-25-000001 filed by Rosenberg Matthew Hamilton
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).