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 $511,806. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,557Holding current value
$511,806% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,997Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio