Matrix Asset Advisors Inc – SCHD history
- Issuer:
- SCHWAB STRATEGIC TR
- Quarters tracked:
- 7 (Q1 2025 → Q1 2026)
- Current shares:
- 6,521
- Current value:
- $200K
- Peak shares:
- 19,571 (Q2 2025)
- Overall change:
- -67%
| Quarter | Shares | Value | $/Share | Share Δ | Δ% |
|---|---|---|---|---|---|
| Q1 2026 | 6,521 | $200K | $30.67 | +6,521 | +100% |
| Q4 2025 | SOLD | — | — | -15,383 | -100% |
| Q3 2025 | 15,383 | $420K | $27.30 | -4,188 | -21% |
| Q2 2025 | 19,571 | $519K | $26.52 | 0 | 0% |
| Q2 2025 | 19,571 | $519K | $26.52 | +14 | 0% |
| Q1 2025 | 19,557 | $547K | $27.97 | 0 | 0% |
| Q1 2025 | 19,557 | $547K | $27.97 | — | NEW |