Rosenberg Matthew Hamilton

Position in SCHW — Schwab Charles Corp

CIK 1812103 GRAND JUNCTION, CO

Position in SCHW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$535,535

+$4,548 QoQ

Shares Held

5,804

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,476

of 2,303 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rosenberg Matthew Hamilton holds $2,648,348 across 8 Capital Markets names. SCHW ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,108	$1,120,597
2	MS	Morgan Stanley	4,067	$850,165
3	SCHW	Schwab Charles Corp This page	5,804	$535,535
4	IBKR	Interactive Brokers Group, Inc.	1,224	$106,536
5	NMR	Nomura Holdings Inc	2,777	$24,382
6	WULF	Terawulf Inc.	284	$7,014
7	LPLA	LPL Financial Holdings Inc.	10	$2,816
8	HOOD	Robinhood Markets, Inc.	13	$1,303

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,535	5,804	+2.7%	Shares	Sole	2026-07-17
2026-03-31	$530,987	5,650	0.0%	Shares	Sole	2026-04-07
2025-12-31	$564,491	5,650	+0.6%	Shares	Sole	2026-01-05
2025-09-30	$536,350	5,618	0.0%	Shares	Sole	2025-11-10
2025-06-30	$512,586	5,618	+4.0%	Shares	Sole	2025-07-28
2025-03-31	$422,946	5,403	0.0%	Shares	Sole	2025-04-28
2024-12-31	$399,876	5,403	-0.5%	Shares	Sole	2025-01-14
2024-09-30	$351,788	5,428	+1.8%	Shares	Sole	2024-10-28
2024-06-30	$392,915	5,332	-1.8%	Shares	Sole	2024-07-26
2024-03-31	$392,661	5,428	-4.5%	Shares	Sole	2024-04-22
2023-12-31	$390,990	5,683	-0.8%	Shares	Sole	2024-01-16
2023-09-30	$314,522	5,729	-2.7%	Shares	Sole	2023-10-11
2023-06-30	$333,675	5,887	-6.5%	Shares	Sole	2023-07-26
2023-03-31	$329,679	6,294	+0.8%	Shares	Sole	2023-04-17
2022-12-31	$519,875	6,244	0.0%	Shares	Sole	2023-01-19
2022-09-30	$448,756	6,244	+4.7%	Shares	Sole	2022-10-21
2022-06-30	$376,931	5,966	+5.9%	Shares	Sole	2022-07-15
2022-03-31	$474,749	5,631	+16.2%	Shares	Sole	2022-04-14
2021-12-31	$407,464	4,845	-1.1%	Shares	Sole	2022-01-20
2021-09-30	$356,843	4,899	+3.7%	Shares	Sole	2021-10-12
2021-06-30	$344,100	4,726	+3.3%	Shares	Sole	2021-07-26
2021-03-31	$298,263	4,576	+0.0%	Shares	Sole	2021-04-30
2020-12-31	$242,658	4,575	+1043.8%	Shares	Sole	2021-02-03
2020-09-30	$14,492	400	-79.1%	Shares	Sole	2020-10-16
2020-06-30	$64,544	1,913	0.0%	Shares	Sole	2020-08-04
2020-03-31	$64,315	1,913	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.