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 $30.1 Million. This represents 6.82% of its overall portfolio holdings.

Number of Shares
370,610
Previous 366,295 1.18%
Holding current value
$30.1 Million
Previous $28.9 Million 8.13%
% of portfolio
6.82%
Previous 6.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 12, 2022
BUY
N/A
4,315 Added 1.18%
370,610 $26.5 Million
Q1 2022

Apr 14, 2022
BUY
N/A
100,215 Added 37.66%
366,295 $28.9 Million
Q4 2021

Jan 20, 2022
BUY
N/A
62,900 Added 30.96%
266,080 $21.5 Million
Q3 2021

Oct 25, 2021
BUY
N/A
34,705 Added 20.6%
203,180 $15.1 Million
Q2 2021

Jul 19, 2021
BUY
N/A
168,475 New
168,475 $12.8 Million

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
274M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Minot Wealth Management LLC Portfolio

Follow Minot Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email