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Schwab Strategic Tr us dividend eq shares owned by Matrix Asset Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Matrix Asset Advisors from 13F filings

Historical chart of Matrix Asset Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Matrix Asset Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Matrix Asset Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $420k 15k 27.30
2025-06-30 $519k 20k 26.50
2025-03-31 $547k 20k 27.96

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Microsoft Corporation (MSFT)
Ea Series Trust Matrix Advisors (MAVF)
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Morgan Stanley Com New (MS)
Alphabet Cap Stk Cl C (GOOG)
PNC Financial Services (PNC)
Apple (AAPL)
Qualcomm (QCOM)
Medtronic SHS (MDT)
Us Bancorp Del Com New (USB)
Amgen (AMGN)
Bank of New York Mellon Corporation (BK)
Pepsi (PEP)
Amazon (AMZN)
Comcast Corp Cl A (CMCSA)

View all positions for Matrix Asset Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq