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Schwab Strategic Tr us dividend eq shares owned by Minot Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Minot Wealth Management from 13F filings

Historical chart of Minot Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Minot Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Minot Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $27M 371k 71.63
2022-03-31 $29M 366k 78.89
2021-12-31 $22M 266k 80.83
2021-09-30 $15M 203k 74.24
2021-06-30 $13M 169k 75.80

More positions owned by Minot Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
UnitedHealth (UNH)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Class A (ACN)
Broadcom (AVGO)
Johnson & Johnson (JNJ)
Home Depot (HD)
Thermo Fisher Scientific (TMO)

View all positions for Minot Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq