David Katz - Matrix Asset Advisors
Holding/activity history for Schwab U.S. Dividend Equity ETF (SCHD)
← All SCHD superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 6,521 | 0.02 | Buy | 0.02 | $27.28–31.95 · VW $30.43i | $200,052 | SEC |
| 2025 Q4 | 0 | 0.00 | Sell 100.00% | 0.04 | $26.32–27.90 · VW $27.21i | SEC | |
| 2025 Q3 | 15,383 | 0.04 | Reduce 21.40% | 0.01 | $26.21–28.03 · VW $27.21i | $419,974 | SEC |
| 2025 Q2 | 19,571 | 0.05 | Add 0.07% | $23.87–27.95 · VW $26.11i | $518,653 | SEC | |
| 2025 Q1 | 19,557 | 0.06 | Buy | 0.06 | $26.94–28.85 · VW $27.96i | $546,839 | SEC |
Price snapshot:
Current price$32.56
Avg. buy price$30.68
+/- since buy6.13%
52-week low$25.28
52-week high$32.72