Minot Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Minot Wealth Management LLC

$389 Million
Q2 2022

A detailed history of Minot Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Minot Wealth Management LLC holds 370,610 shares of SCHD stock, worth $9.7 Million. This represents 6.82% of its overall portfolio holdings.

Number of Shares

370,610

Previous 366,295 1.18%

Holding current value

$9.7 Million

Previous $28.9 Million 8.13%

% of portfolio

6.82%

Previous 6.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 12, 2022	BUY	$70.31 - $80.24 $303,387 - $346,235	4,315 Added 1.18%	370,610 $26.5 Million
Q1 2022 Apr 14, 2022	BUY	$75.14 - $81.94 $7.53 Million - $8.21 Million	100,215 Added 37.66%	366,295 $28.9 Million
Q4 2021 Jan 20, 2022	BUY	$74.93 - $80.86 $4.71 Million - $5.09 Million	62,900 Added 30.96%	266,080 $21.5 Million
Q3 2021 Oct 25, 2021	BUY	$74.23 - $78.13 $2.58 Million - $2.71 Million	34,705 Added 20.6%	203,180 $15.1 Million
Q2 2021 Jul 19, 2021	BUY	$73.32 - $77.65 $12.4 Million - $13.1 Million	168,475 New	168,475 $12.8 Million

Others Institutions Holding SCHD

# of Institutions

1,998

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Minot Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minot Wealth Management LLC with notifications on news.

Account

Minot Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History