Minot Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Minot Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$26.5M	Buy	1,111,830 +12,945	+1%	+$329K	6.82%	1
2022 Q1	$28.9M	Buy	1,098,885 +300,645	+38%	+$7.87M	6.22%	2
2021 Q4	$21.5M	Buy	798,240 +188,700	+31%	+$4.9M	4.14%	4
2021 Q3	$15.1M	Buy	609,540 +104,115	+21%	+$2.65M	3.26%	4
2021 Q2	$12.8M	Buy	+505,425	New	+$12.8M	2.79%	7

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Minot Wealth Management's SCHD Position: Q2 2022 in Review

Minot Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2022, buying an estimated $329K and bringing the position to 1,111,830 shares worth $26.5M. The position accounts for 6.82% of the portfolio, ranked #1.

Minot Wealth Management first reported a position in SCHD in Q2 2021 and has held it in 5 quarters since. The position peaked at $28.9M in Q1 2022. 1,183 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Minot Wealth Management held 1,111,830 shares of Schwab US Dividend Equity ETF worth $26.5M as of Q2 2022.
Minot Wealth Management bought 12,945 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $329K.
Schwab US Dividend Equity ETF made up 6.82% of Minot Wealth Management's portfolio in Q2 2022, its #1 holding.
Minot Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and has held it in 5 quarters since.
Minot Wealth Management's Schwab US Dividend Equity ETF position peaked at $28.9M in Q1 2022.
1,183 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.