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MATRIX ASSET ADVISORS INC/NY: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on SCHD, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 6,579 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,579 shares
    Change vs previous 13F +46 shares

    0.02% of the 13F portfolio, value $214,038.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,533 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $207,173.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 6,521 shares
    Change vs previous 13F +6,521 shares

    0.02% of the 13F portfolio, value $200,052.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -15,383 shares

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-09-30
    13F 15,383 shares
    Change vs previous 13F -4,188 shares

    0.04% of the 13F portfolio, value $419,974.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 19,571 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $518,653.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 19,557 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $546,839.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).