NWF Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

NWF Advisory Services’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 Q3	$2.25M	Sell	69,231 -3,125	-4%	-$105K	0.21%	87
2026 Q2	$2.29M	Sell	72,356 -36,453	-34%	-$1.16M	0.22%	84
2026 Q1	$3.34M	Buy	108,809 +12,448	+13%	+$378K	0.38%	61
2025 Q4	$2.64M	Sell	96,361 -44,165	-31%	-$1.2M	0.29%	69
2025 Q3	$3.84M	Sell	140,526 -69,645	-33%	-$1.9M	0.42%	57
2025 Q2	$5.57M	Buy	210,171 +74,951	+55%	+$1.96M	0.66%	36
2025 Q1	$3.78M	Buy	+135,220	New	+$3.77M	0.53%	47
2024 Q4	–	Sell	-30,687	Closed	-$865K	–	398
2024 Q3	$865K	Sell	30,687 -786	-2%	-$21.4K	0.13%	121
2024 Q2	$816K	Buy	31,473 +21	+0.1%	+$547	0.13%	119
2024 Q1	$845K	Sell	31,452 -171	-0.5%	-$4.42K	0.14%	117
2023 Q4	$802K	Buy	31,623 +2,082	+7%	+$49.6K	0.16%	109
2023 Q3	$697K	Buy	29,541 +1,314	+5%	+$32.2K	0.16%	101
2023 Q2	$683K	Hold	28,227	–	–	0.16%	111
2023 Q1	$683K	Buy	+28,227	New	+$706K	0.16%	111

Other funds holding SCHD

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

NWF Advisory Services's SCHD Position: Q3 2026 in Review

NWF Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 4.3% in Q3 2026, selling an estimated $105K and leaving 69,231 shares worth $2.25M. The position accounts for 0.21% of the portfolio, ranked #87.

NWF Advisory Services first reported a position in SCHD in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.57M in Q2 2025. 659 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

NWF Advisory Services held 69,231 shares of Schwab US Dividend Equity ETF worth $2.25M as of Q3 2026.
NWF Advisory Services sold 3,125 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $105K.
Schwab US Dividend Equity ETF made up 0.21% of NWF Advisory Services's portfolio in Q3 2026, its #87 holding.
NWF Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Schwab US Dividend Equity ETF position peaked at $5.57M in Q2 2025.
659 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.