MWM
Minot Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $26.5M | Buy |
370,610
+4,315
| +1% | +$309K | 6.82% | 1 |
|
|
2022
Q1 | $28.9M | Buy |
366,295
+100,215
| +38% | +$7.91M | 6.22% | 2 |
|
|
2021
Q4 | $21.5M | Buy |
266,080
+62,900
| +31% | +$5.08M | 4.14% | 4 |
|
|
2021
Q3 | $15.1M | Buy |
203,180
+34,705
| +21% | +$2.58M | 3.26% | 4 |
|
|
2021
Q2 | $12.8M | Buy |
+168,475
| New | +$12.8M | 2.79% | 7 |
|