A detailed history of Nwf Advisory Services Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nwf Advisory Services Inc. holds 140,526 shares of SCHD stock, worth $3.83 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
140,526
Previous 210,171 33.14%
Holding current value
$3.83 Million
Previous $5.57 Billion 31.12%
% of portfolio
0.42%
Previous 0.66%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

SELL
$26.38 - $27.95 $1.84 Million - $1.95 Million
-69,645 Reduced 33.14%
140,526 $3.84 Billion
Q2 2025

Sep 09, 2025

BUY
$24.32 - $27.87 $1.82 Million - $2.09 Million
74,951 Added 55.43%
210,171 $5.57 Billion
Q1 2025

Aug 12, 2025

BUY
$27.01 - $28.54 $3.65 Million - $3.86 Million
135,220 New
135,220 $3.78 Billion
Q3 2024

Oct 06, 2025

SELL
$77.02 - $85.06 $20,179 - $22,285
-262 Reduced 2.5%
10,229 $865 Million
Q2 2024

Oct 06, 2025

BUY
$75.81 - $80.15 $530 - $561
7 Added 0.07%
10,491 $816 Million
Q1 2024

Oct 06, 2025

SELL
$75.25 - $80.63 $15 Million - $16.1 Million
-199,687 Reduced 95.01%
10,484 $845 Million
Q4 2023

Dec 08, 2025

BUY
$66.9 - $76.32 $46,428 - $52,966
694 Added 7.05%
10,541 $802 Million
Q3 2023

Dec 08, 2025

BUY
$70.63 - $75.66 $30,935 - $33,139
438 Added 4.66%
9,847 $697 Million
Q1 2023

Dec 08, 2025

SELL
$70.28 - $78.03 $9.21 Million - $10.2 Million
-131,117 Reduced 93.3%
9,409 $683 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Nwf Advisory Services Inc. Portfolio

Follow Nwf Advisory Services Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nwf Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nwf Advisory Services Inc. with notifications on news.