David Katz Schwab Strategic Tr Us Dividen Transaction History
Matrix Asset Advisors Inc
- $854 Million
- Q1 2025
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 19,557 shares of SCHD stock, worth $497,530. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,557Holding current value
$497,530% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,965Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$924 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$662 Million4.56% of portfolio