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David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Schwab S&P 500 Fund (SWPPX)
← All SWPPX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2002   Q3 0 0.00 Sell 100.00% 0.04 $2.07–2.56 SEC
2002   Q2 96,768 0.04 Buy 0.04 $2.53–2.96 $248,000 SEC
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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