Northwest Capital Management Inc Reduced Holdings in Q2 2025

Northwest Capital Management Inc

  • $176 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
-697K
- 81.59%
$24.54 - $25.07 $17.1M - $17.5M
157K $3.94M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-261K
- 38.91%
$19.6 - $24.44 $5.12M - $6.39M
410K $10M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-80.3K
- 25.31%
$24.32 - $27.87 $1.95M - $2.24M
237K $6.28M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-103K
- 55.17%
$22.92 - $28.05 $2.36M - $2.89M
83.8K $2.35M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-21.7K
- 47.83%
$108.06 - $135.3 $2.34M - $2.93M
23.6K $3.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-92.8K
- 64.88%
$22.68 - $23.28 $2.1M - $2.16M
50.2K $1.17M
EFV
Msci Eafe Value ETF

ETFs
-43.1K
- 31.82%
$52.4 - $64.65 $2.26M - $2.79M
92.4K $5.86M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-12.9K
- 39.19%
$152.42 - $182.82 $1.97M - $2.36M
20K $3.66M
MBB
Ishares Tr

ETFs
-21K
- 34.06%
$91.41 - $94.22 $1.92M - $1.98M
40.6K $3.82M
AMZN
Amazon Com Inc

Consumer Cyclical
-11.4K
- 49.06%
$167.32 - $223.3 $1.9M - $2.54M
11.8K $2.59M
AAPL
Apple Inc.

Technology
-2.23K
- 5.18%
$172.42 - $223.89 $384K - $498K
40.8K $8.36M
XLE
Energy Sector Spdr

ETFs
-11K
- 39.71%
$76.44 - $94.13 $841K - $1.04M
16.7K $1.42M
VDC
Vanguard Consumer Staples ETF

ETFs
-5.13K
- 29.52%
$204.89 - $224.73 $1.05M - $1.15M
12.2K $2.68M
XCEM
Columbia ETF Tr Ii

ETFs
-44.2K
- 46.34%
$26.68 - $34.18 $1.18M - $1.51M
51.1K $1.75M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-24.1K
- 31.04%
$43.53 - $54.46 $1.05M - $1.31M
53.5K $2.92M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-51.4K
- 29.21%
$22.27 - $29.21 $1.15M - $1.5M
125K $3.64M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-33.4K
- 34.62%
$24.38 - $30.18 $814K - $1.01M
63.1K $1.9M
IYW
Ishares Dj Us Tech ETF

ETFs
-6.22K
- 54.35%
$122.57 - $173.27 $762K - $1.08M
5.22K $904K
IFRA
Ishares Tr

ETFs
-17.4K
- 46.15%
$40.97 - $49.19 $711K - $854K
20.3K $996K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-8.11K
- 25.52%
$68.13 - $74.77 $552K - $606K
23.7K $1.72M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-8.36K
- 56.27%
$82.32 - $112.47 $688K - $940K
6.5K $730K
GOOG
Alphabet Inc.

Communication Services
-4.29K
- 73.55%
$146.58 - $180.01 $629K - $772K
1.54K $273K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-25.7K
- 52.11%
$20.42 - $25.3 $524K - $649K
23.6K $596K
VBR
Vanguard Small Cap Value ETF

ETFs
-3.29K
- 27.5%
$162.76 - $195.77 $536K - $644K
8.68K $1.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.14K
- 92.63%
$416.06 - $551.64 $476K - $631K
91 $50K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-20.4K
- 29.44%
$24.98 - $25.66 $509K - $523K
48.9K $1.25M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.77K
- 39.33%
$108.12 - $135.04 $516K - $644K
7.36K $993K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-16K
- 54.93%
$32.41 - $42.59 $517K - $679K
13.1K $557K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.2K
- 27.16%
$496.48 - $617.85 $595K - $740K
3.21K $1.99M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.79K
- 13.63%
$96.84 - $99.46 $464K - $476K
30.4K $3.01M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-18.7K
- 39.5%
$24.48 - $24.9 $457K - $465K
28.6K $711K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-7.18K
- 23.88%
N/A
22.9K $1.43M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.11K
- 32.44%
$72.02 - $73.82 $440K - $451K
12.7K $936K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-12.8K
- 43.24%
$30.46 - $33.4 $390K - $428K
16.8K $536K
EEMV
Ishares Msci Emerging Markets

ETFs
-8.1K
- 45.08%
$54.12 - $62.8 $438K - $509K
9.87K $619K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.33K
- 23.49%
$45.12 - $46.23 $421K - $431K
30.4K $1.4M
VO
Vanguard Mid Cap ETF

ETFs
-2.56K
- 16.19%
$228.54 - $279.83 $585K - $716K
13.2K $3.71M
IEMG
Ishares Inc

ETFs
-7K
- 25.49%
N/A
20.4K $1.1M
META
Meta Platforms, Inc.

Communication Services
-780
- 57.52%
$484.66 - $738.09 $378K - $576K
576 $425K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-5.8K
- 41.05%
$56.84 - $65.5 $330K - $380K
8.33K $545K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-14.7K
- 92.53%
$22.4 - $23.8 $329K - $349K
1.19K $28K
PG
Procter & Gamble CO

Consumer Defensive
-32
- 0.11%
$157.66 - $172.39 $5.05K - $5.52K
30.1K $4.8M
AMGN
Amgen Inc

Healthcare
-852
- 29.02%
$262.28 - $309.85 $223K - $264K
2.08K $581K
COST
Costco Wholesale Corp

Consumer Defensive
-361
- 38.57%
$908.13 - $1056.85 $328K - $382K
575 $569K
SPMD
Spdr Portfolio

ETFs
-5.95K
- 93.18%
$44.89 - $54.38 $267K - $323K
435 $23K
VUG
Vanguard Growth ETF

ETFs
-970
- 46.68%
$329.49 - $438.4 $320K - $425K
1.11K $485K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-5.46K
- 23.79%
$51.1 - $53.29 $279K - $291K
17.5K $931K
MGC
Vanguard Mega Cap ETF

ETFs
-1.72K
- 32.71%
$179.23 - $224.92 $309K - $388K
3.55K $797K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-4.15K
- 94.68%
$45.11 - $52.34 $187K - $217K
233 $12K
Activity Summary
Buys All Purchases 35 New Holdings 10 Increased Positions 25 Sells All Sells 176 Reductions 175 Sold out 1 Options Calls 0 Puts 0
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