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Disclosery

Rosenberg Matthew Hamilton: SCHX position timeline

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

Rosenberg Matthew Hamilton held 260,977 SCHX 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 260,977 shares
    Change vs previous 13F -4,513 shares

    1.4% of the 13F portfolio, value $7,829,322.

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

  2. period ended2026-06-30
    13F 265,490 shares
    Change vs previous 13F -7,528 shares

    1.46% of the 13F portfolio, value $7,813,382.

    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 273,018 shares
    Change vs previous 13F -5,462 shares

    1.43% of the 13F portfolio, value $7,000,192.

    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 278,480 shares
    Change vs previous 13F -8,678 shares

    1.55% of the 13F portfolio, value $7,493,908.

    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 287,158 shares
    Change vs previous 13F -3,174 shares

    1.63% of the 13F portfolio, value $7,563,752.

    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 290,332 shares
    Change vs previous 13F -9,327 shares

    1.65% of the 13F portfolio, value $7,095,709.

    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 299,659 shares
    Change vs previous 13F -3,447 shares

    1.66% of the 13F portfolio, value $6,616,466.

    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 303,106 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $7,025,992.

    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).