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 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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

NWF Advisory Services's SCHD Position: Q2 2026 in Review

NWF Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 34% in Q2 2026, selling an estimated $1.16M and leaving 72,356 shares worth $2.29M. The position accounts for 0.22% of the portfolio, ranked #84.

NWF Advisory Services first reported a position in SCHD in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.57M in Q2 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

NWF Advisory Services held 72,356 shares of Schwab US Dividend Equity ETF worth $2.29M as of Q2 2026.
NWF Advisory Services sold 36,453 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.16M.
Schwab US Dividend Equity ETF made up 0.22% of NWF Advisory Services's portfolio in Q2 2026, its #84 holding.
NWF Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Schwab US Dividend Equity ETF position peaked at $5.57M in Q2 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.