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Matrix Asset Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Matrix Asset Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$519K Buy
19,571
+14
+0.1% +$371 0.05% 73
2025
Q1 		$547K Buy
+19,557
New +$547K 0.06% 68