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

NWF Advisory Services's SCHD Position: Q1 2026 in Review

NWF Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q1 2026, buying an estimated $378K and bringing the position to 108,809 shares worth $3.34M. The position accounts for 0.38% of the portfolio, ranked #61.

NWF Advisory Services first reported a position in SCHD in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.57M in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

• NWF Advisory Services held 108,809 shares of Schwab US Dividend Equity ETF worth $3.34M as of Q1 2026.
• NWF Advisory Services bought 12,448 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $378K.
• Schwab US Dividend Equity ETF made up 0.38% of NWF Advisory Services's portfolio in Q1 2026, its #61 holding.
• NWF Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 12 quarters since.
• NWF Advisory Services's Schwab US Dividend Equity ETF position peaked at $5.57M in Q2 2025.
• 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.