Back to SCHW-PJ
Rosenberg Matthew Hamilton → SCHW-PJ
Rosenberg Matthew Hamilton SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
64
Latest value
$9.8M
Q3 2026
Peak value
$28.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $536K |
| Q3 2025 | $4M |
| Q3 2025 | $7.6M |
| Q3 2025 | $21K |
| Q3 2025 | $87K |
| Q3 2025 | $643K |
| Q3 2025 | $2M |
| Q3 2025 | $648K |
| Q3 2025 | $20.5M |
| Q3 2025 | $22K |
| Q3 2025 | $35K |
| Q3 2025 | $7.5M |
| Q4 2025 | $564K |
| Q4 2025 | $4.1M |
| Q4 2025 | $7.5M |
| Q4 2025 | $21K |
| Q4 2025 | $89K |
| Q4 2025 | $7K |
| Q4 2025 | $630K |
| Q4 2025 | $2M |
| Q4 2025 | $651K |
| Q4 2025 | $22M |
| Q4 2025 | $22K |
| Q4 2025 | $34K |
| Q4 2025 | $8.8M |
| Q1 2026 | $531K |
| Q1 2026 | $3.7M |
| Q1 2026 | $7M |
| Q1 2026 | $19K |
| Q1 2026 | $92K |
| Q1 2026 | $6K |
| Q1 2026 | $634K |
| Q1 2026 | $2M |
| Q1 2026 | $719K |
| Q1 2026 | $22.9M |
| Q1 2026 | $22K |
| Q1 2026 | $39K |
| Q1 2026 | $9.4M |
| Q2 2026 | $536K |
| Q2 2026 | $4.2M |
| Q2 2026 | $7.8M |
| Q2 2026 | $22K |
| Q2 2026 | $104K |
| Q2 2026 | $8K |
| Q2 2026 | $697K |
| Q2 2026 | $1.9M |
| Q2 2026 | $683K |
| Q2 2026 | $27.3M |
| Q2 2026 | $22K |
| Q2 2026 | $39K |
| Q2 2026 | $9.4M |
| Q3 2026 | $567K |
| Q3 2026 | $4.3M |
| Q3 2026 | $7.8M |
| Q3 2026 | $24K |
| Q3 2026 | $100K |
| Q3 2026 | $8K |
| Q3 2026 | $711K |
| Q3 2026 | $1.9M |
| Q3 2026 | $730K |
| Q3 2026 | $28.8M |
| Q3 2026 | $21K |
| Q3 2026 | $48K |
| Q3 2026 | $9.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.8M | 409.3K | — | — |
| Q3 2026 | $48K | 2.0K | — | — |
| Q3 2026 | $21K | 930 | — | — |
| Q3 2026 | $28.8M | 1.05M | — | — |
| Q3 2026 | $730K | 22.4K | — | — |
| Q3 2026 | $1.9M | 77.7K | — | — |
| Q3 2026 | $711K | 19.5K | — | — |
| Q3 2026 | $8K | 117 | — | — |
| Q3 2026 | $100K | 3.0K | — | — |
| Q3 2026 | $24K | 657 | — | — |
| Q3 2026 | $7.8M | 261.0K | — | — |
| Q3 2026 | $4.3M | 145.1K | — | — |
| Q3 2026 | $567K | 5.8K | — | — |
| Q2 2026 | $9.4M | 391.1K | — | — |
| Q2 2026 | $39K | 1.6K | — | — |
| Q2 2026 | $22K | 930 | — | — |
| Q2 2026 | $27.3M | 985.7K | — | — |
| Q2 2026 | $683K | 21.5K | — | — |
| Q2 2026 | $1.9M | 79.0K | — | — |
| Q2 2026 | $697K | 19.2K | — | — |
| Q2 2026 | $8K | 117 | — | — |
| Q2 2026 | $104K | 3.0K | — | — |
| Q2 2026 | $22K | 657 | — | — |
| Q2 2026 | $7.8M | 265.5K | — | — |
| Q2 2026 | $4.2M | 145.5K | — | — |
| Q2 2026 | $536K | 5.8K | — | — |
| Q1 2026 | $9.4M | 386.0K | — | — |
| Q1 2026 | $39K | 1.6K | — | — |
| Q1 2026 | $22K | 930 | — | — |
| Q1 2026 | $22.9M | 923.4K | — | — |
| Q1 2026 | $719K | 23.4K | — | — |
| Q1 2026 | $2M | 79.1K | — | — |
| Q1 2026 | $634K | 19.2K | — | — |
| Q1 2026 | $6K | 117 | — | — |
| Q1 2026 | $92K | 3.0K | — | — |
| Q1 2026 | $19K | 657 | — | — |
| Q1 2026 | $7M | 273.0K | — | — |
| Q1 2026 | $3.7M | 145.7K | — | — |
| Q1 2026 | $531K | 5.7K | — | — |
| Q4 2025 | $8.8M | 362.8K | — | — |
| Q4 2025 | $34K | 1.4K | — | — |
| Q4 2025 | $22K | 930 | — | — |
| Q4 2025 | $22M | 915.1K | — | — |
| Q4 2025 | $651K | 23.7K | — | — |
| Q4 2025 | $2M | 79.7K | — | — |
| Q4 2025 | $630K | 19.2K | — | — |
| Q4 2025 | $7K | 117 | — | — |
| Q4 2025 | $89K | 3.0K | — | — |
| Q4 2025 | $21K | 657 | — | — |
| Q4 2025 | $7.5M | 278.5K | — | — |
| Q4 2025 | $4.1M | 155.4K | — | — |
| Q4 2025 | $564K | 5.7K | — | — |
| Q3 2025 | $7.5M | 307.5K | — | — |
| Q3 2025 | $35K | 1.4K | — | — |
| Q3 2025 | $22K | 930 | — | — |
| Q3 2025 | $20.5M | 881.8K | — | — |
| Q3 2025 | $648K | 23.7K | — | — |
| Q3 2025 | $2M | 81.6K | — | — |
| Q3 2025 | $643K | 19.3K | — | — |
| Q3 2025 | $87K | 3.0K | — | — |
| Q3 2025 | $21K | 657 | — | — |
| Q3 2025 | $7.6M | 287.2K | — | — |
| Q3 2025 | $4M | 156.5K | — | — |
| Q3 2025 | $536K | 5.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Rosenberg Matthew Hamilton positions
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STT-PG
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STT-PG
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VGES
$52.1MVANGUARD TOTAL STK MKT
VGES
$51.8MVANGUARD TOTAL STK MKT
VGES
$48.2MVANGUARD TOTAL STK MKT