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Schwab 5-10 Year Corporate B otr shares owned by Rosenberg Matthew Hamilton

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Rosenberg Matthew Hamilton from 13F filings

Historical chart of Rosenberg Matthew Hamilton investment in Schwab 5-10 Year Corporate B otr

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All positions including Schwab 5-10 Year Corporate B otr held by Rosenberg Matthew Hamilton consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Rosenberg Matthew Hamilton

Quarter filed Position value Share count Share price at filing
2025-09-30 $806k 35k 23.08
2025-06-30 $795k 35k 22.76
2025-03-31 $93k 4.1k 22.46
2024-12-31 $88k 4.0k 22.07

More positions owned by Rosenberg Matthew Hamilton

State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Vanguard Total Stk Mkt Etf (VTI)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Intermediate-term Bond Etf (BIV)
Schwab International Equity Etf Etf (SCHF)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Jpmorgan Municipal Etf Etf (JMUB)
Vanguard High Dividend Yield Etf (VYM)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)

View all positions for Rosenberg Matthew Hamilton

Top funds holding Schwab 5-10 Year Corporate B otr

RiverFront Investment Group
Captrust Financial Advisors
Envestnet Asset Management
Raymond James Financial
Bouchey Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Jane Street
Taddei, Ludwig & Associates
Huntington Asset Advisors
Financial Engines Advisors L.L.C
Christopher J. Hasenberg
Stifel Financial

View all funds holding Schwab 5-10 Year Corporate B otr