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Schwab Strategic Tr us dividend eq shares owned by Matrix Trust

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

Historical chart of Matrix Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 216k 76.13
2023-09-30 $14M 199k 70.76
2023-06-30 $13M 185k 72.62
2023-03-31 $13M 170k 73.16
2022-12-31 $17M 226k 75.54
2022-09-30 $15M 228k 66.43

More positions owned by Matrix Trust

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Hartford Fds Exchange Traded Hartford Quality (QUVU)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr MRGSTR SM CP GR (ISCG)

View all positions for Matrix Trust

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq