David Katz Schwab Strategic Tr Us Dividen Transaction History

Matrix Asset Advisors Inc

$929 Million
Q2 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 19,571 shares of SCHD stock, worth $534,679. This represents 0.06% of its overall portfolio holdings.

Number of Shares

19,571

Previous 19,557 0.07%

Holding current value

$534,679

Previous $546,000 5.13%

% of portfolio

0.06%

Previous 0.06%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$24.32 - $27.87 $340 - $390	14 Added 0.07%	19,571 $518,000
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $528,234 - $558,156	19,557 New	19,557 $546,000

Others Institutions Holding SCHD

# of Institutions

2,005

Shares Held

919M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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