NHFG
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New Harbor Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

New Harbor Financial Group’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
2025
Q4 		– Sell
-8,018
Closed -$219K – 58
2025
Q3 		$219K Buy
+8,018
New +$219K 0.04% 48

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Northwestern Mutual Wealth Management
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New Harbor Financial Group's SCHD Position: Q4 2025 in Review

New Harbor Financial Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 8,018 shares — an estimated $219K sold.

New Harbor Financial Group first reported a position in SCHD in Q3 2025 and held it in 1 quarter. The position peaked at $219K in Q3 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • New Harbor Financial Group reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • New Harbor Financial Group sold 8,018 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $219K.
  • New Harbor Financial Group first reported a position in Schwab US Dividend Equity ETF in Q3 2025 and held it in 1 quarter.
  • New Harbor Financial Group's Schwab US Dividend Equity ETF position peaked at $219K in Q3 2025.
  • 1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on New Harbor Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.