David Katz - Matrix Asset Advisors Inc
Holding/activity history for Schwab Us Dvd Equity ETF (SCHD)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 6,521 | 0.02 | Buy | 0.02 | $30.68 | $200,052 | SEC |
| 2025 Q4 | 0 | 0.00 | Sell 100.00% | 0.04 | SEC | ||
| 2025 Q3 | 15,383 | 0.04 | Reduce 21.40% | 0.01 | $27.30 | $419,974 | SEC |
| 2025 Q2 | 19,571 | 0.05 | Add 0.07% | $26.50 | $518,653 | SEC | |
| 2025 Q1 | 19,557 | 0.06 | Buy | 0.06 | $27.96 | $546,839 | SEC |