Matrix Trust CO Schwab Strategic Tr Us Dividen Transaction History
Matrix Trust CO
- $593 Million
- Q1 2025
A detailed history of Matrix Trust CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Matrix Trust CO holds 457,148 shares of SCHD stock, worth $11.6 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
457,148
Previous 558,669
18.17%
Holding current value
$11.6 Million
Previous $15.3 Million
16.25%
% of portfolio
2.16%
Previous 2.65%
Shares
11 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio