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

Matrix Asset Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$420K	Sell
2025 Q2	$519K	Buy
2025 Q1	$547K	Buy