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

Northwest 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
2026 Q2	$520K	Buy	+16,393	New	+$520K	0.07%	127
2019 Q2	–	Sell	-270	Closed	-$5K	–	398
2019 Q1	$5K	Hold	270	–	–	﹤0.01%	413
2018 Q4	$4K	Hold	270	–	–	﹤0.01%	416
2018 Q3	$5K	Hold	270	–	–	﹤0.01%	423
2018 Q2	$4K	Sell	270 -30	-10%	-$494	﹤0.01%	434
2018 Q1	$5K	Buy	+300	New	+$5.12K	﹤0.01%	425

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Northwest Wealth Management's SCHD Position: Q2 2026 in Review

Northwest Wealth Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 16,393 shares worth $520K. The stake represents 0.07% of the portfolio and ranks #127 among its holdings. This is a return to the name: Northwest Wealth Management previously reported a position in SCHD as recently as Q1 2019.

Northwest Wealth Management first reported a position in SCHD in Q1 2018 and has held it in 6 quarters since. 604 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Northwest Wealth Management held 16,393 shares of Schwab US Dividend Equity ETF worth $520K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Northwest Wealth Management position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.07% of Northwest Wealth Management's portfolio in Q2 2026, its #127 holding.
Northwest Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 6 quarters since.
604 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.