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Disclosery

Rosenberg Matthew Hamilton: SCHD position timeline

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

Rosenberg Matthew Hamilton held 22,430 SCHD 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 22,430 shares
    Change vs previous 13F +888 shares

    0.13% of the 13F portfolio, value $729,648.

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

  2. period ended2026-06-30
    13F 21,542 shares
    Change vs previous 13F -1,899 shares

    0.13% of the 13F portfolio, value $683,097.

    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 23,441 shares
    Change vs previous 13F -291 shares

    0.15% of the 13F portfolio, value $719,170.

    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 23,732 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $650,969.

    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 23,732 shares
    Change vs previous 13F +4,839 shares

    0.14% of the 13F portfolio, value $647,884.

    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 18,893 shares
    Change vs previous 13F +3,752 shares

    0.12% of the 13F portfolio, value $500,665.

    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 15,141 shares
    Change vs previous 13F +313 shares

    0.11% of the 13F portfolio, value $423,342.

    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 14,828 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $405,101.

    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).